What Matters Most...
For our first blog post, we wanted to begin by sharing what we are all about. As you have seen throughout our site, we reference our team axiom of Where Clients Are Family. To our team, we strive to deliver an experience where every client feels as though they are the only client we serve. We want them to know we truly feel they are part of our family and we are a part of theirs. After all, in life, it's all about what matters most.
As of this writing, we are remembering the 20th anniversary of September 11th and honoring those brave men and women who made the ultimate sacrifice to save others. We can all remember the countless stories and images of that day and those days that followed. When we think about our lives in the context of moments such as 9/11, we certainly don't think about our investment portfolios or cash flow modeling. We think about... Loved ones. Accomplishments. Dreams.
Without becoming overly sentimental here, we wanted to explain why when we say it's a different experience and relationship versus other financial advisory firms, we mean it. We've been shoulders to cry and lean on when life throws you curve balls. We've been there to celebrate alongside you at weddings and anniversaries and retirement parties. When you need someone to talk to about some of life's toughest decisions, we're there.
So again, we will certainly use this forum to share our views on investment philosophy, economic outlooks and tax policy, among countless other financial related topics, but we wanted our inaugural post to focus more on what we are all about at our core, and the type of relationship you can expect from working with us - because that's what matters most.