Principles of our Philosophy
1. Our job is to be your advocate, to represent
you in a rapidly changing world, and to help you navigate and organize
the multiple issues that you and your family face.
a. Helping you discover your greatest strengths,
your unique abilities, the dangers you face, and the opportunities you
have to create the perfect life.
b. To develop a crystal clear idea of what
you want to do with your time, talents, energy, and resources both now
and in the future to help your children, other family members, and other
people you care about and make an impact on the world.
If a man has talent and cannot use it, he has
failed. If he has a talent and uses only half of it, he has partly failed.
If he has a talent and learns somehow to use the whole of it, he has
gloriously succeeded and has a satisfaction and a triumph few men ever
know. -- Thomas Wolfe
2. Human Capital is your most valuable asset.
It is also often the most under-exploited and under-protected asset. The
greatest tool you own is your ability to earn income and build wealth.
Our job is to help you identify those traits that will allow you to create
the maximum financial wealth possible for you and your family.
3. Personal Capital involves how money affects
(both positively and negatively) your quality of life. For most of us,
money is just a means to an end. But many individuals are far better at
building wealth than they are at employing it to meet their personal goals
and objectives. Our job is to help you best use your wealth to improve
4. Financial Capital can eventually be used to replace the income from
Human Capital. But it can never replace nor should it, the talents, energy,
and the characteristics that make you a unique and valuable person. Our
job is to help you make the most of your Human Capital today, to create
as much wealth or financial capital as possible, as quickly as possible,
so that you can utilize your human capital in other ways to benefit your
family and other people.
5. Managing your Financial Capital takes a considerable amount of time
and expertise. We have committed to gaining and maintaining this knowledge
for the benefits of our clients. Since you have decided to hire us, our
goal is to provide this information to you as necessary through a team
of experts who have great knowledge in specific areas of financial management.
We believe that this approach of using specialists on an as needed basis
provides you with access to experts in a very cost effective manner.