Our Philosophy
A place of purpose
In our process, the purpose of our conversations is centrally
and pervasively you
Walking into a business owner’s world, we find each owner has encountered a vast canvas of experiences that include life challenges,
relationship challenges, business successes or even failures. Their days are filled with figuring things out for external outcomes and other
people. Every point of focus is on the business. When advisors raise quandaries and pose questions, they’re often about the company not its creator.
What about you – the business owner?
In our process, the purpose of our conversations is centrally and pervasively you. We slow down the pace of things and get to know you as a
human being. When you feel fully heard, the reach of your own clarity expands. Together we uncover what’s standing in the way of getting your
affairs in order and your planning completed. Our sole point of focus is what really matters to you personally.
Layers of Listening: a whole new way of being heard
We ask you to simply sit back and be listened to
The first time we meet, we’ll ask your permission. We want to learn about you. We wish to know the questions and complexities you carry around
daily. We ask you to simply sit back and be listened to. During these conversations you’ll experience a whole new level of feeling understood.
We provide absolute privacy giving you the freedom to divulge and discuss thoughts you haven’t explored in years or those not fully developed
for the future. When we hear your answers we’ll offer another question. All with a deep mutual understanding that your clarity is the central goal of our conversation.
And once your clarity is on the table, we will work with it. That’s why we call it Layers of Listening.
Essential Chemistry: the difference between chemistry and competence
Instead of wanting to get it done to get it over with, you’ll find yourself engaged in the excitement of the ultimate outcome
Due to the complexity of an entrepreneur’s affairs, it’s a given that you require highly competent advisors to achieve the best possible result.
However, there’s an equally important element that no one seems to talk about – essential chemistry. Simply put, you deserve to like them and they need to like each other.
Over the decades, we have learned if just one of the advisors doesn’t want to play ball, it can completely derail a client’s planning. In contrast, all the best-of-the-best
advisors with whom we collaborate have worked together in various teams and combinations. We respect and trust each other, motivate each other and genuinely enjoy doing great
work for the people who place their trust in us. Importantly, this collaboration honors and includes your existing, longstanding advisors.
Once we’ve really heard you and we understand your goals, together we’ll discern the right professionals to work on your behalf. With chemistry at hand, you’ll find
yourself more engaged in the process. Instead of wanting to get it done to get it over with, you’ll find yourself engaged in the excitement of the ultimate outcome. And
when planning encounters obstacles, chemistry brings vitality to the process.
Conviction2
Our clients are big thinkers and passionate providers... in our hearts and experience, there's no greater group for us to serve
We believe if you truly wish to have your affairs in order, it’s crucial to work with advisors whose passion for the process mirrors your passion for your
business and your family. We are consistently amazed and impressed by the important work our clients do in their communities. Our clients are big thinkers and passionate providers.
In our hearts and in our experience, there is no greater group for us to serve.
Our clients show up every day with the kind of conviction it takes to do big work. Conviction stimulates clarity and clarity drives follow through. We mirror that kind of
conviction in our own work – help you keep together everything you’ve worked a lifetime to create.