In short, people hire us for 3 things: • Clarity - a written financial plan, which we call the Financial Wellcheck • Confidence - a proven investment system, which we call Power of 5 Investing® • Catalyst - a partner who will serve as a catalyst to get things done As a firm we are: • Fee-Only - Our sole source of compensation are the fees paid to us by our clients. No commissions. • Fiduciary - We are legally required to place our clients' interests ahead of our own at all times. • Fiercely Independent - We work only for our clients. No brokerage firm, no parent company, no middleman.