Get the image of the haughty, corner-office suit out of your head. We don’t roll that way. So, if that’s what you’re looking for, you may be able to find a better fit elsewhere.
Money impacts nearly every other decision you make, and every decision you make has the potential to impact your money. So, for most, choosing a financial advisor is a highly personal decision. It’s more than just finding someone who can crunch some numbers. It’s really about finding someone who can understand your money in the context of how you need it to work in your life.
Everyone deserves access to a financial plan. One of the biggest disservices our industry has done is to take financial planning—a powerful tool for cultivating individual wealth and security—and make it inaccessible to the people who need it most. We see financial service as a public service, and anyone who wants the support should be able to get it. That means we have no minimum requirements and no high bar to entry. If you want the support, we want to talk to you.
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