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Core Values

  • Integrity & Authenticity- Your interests come first. You will be treated with respect and honesty.

  • Coach- Chris will help you identify your goals and define what success looks like to you. Together, we will set a course designed to achieve them.

  • Consultant- You will thoroughly understand what your options are and the pros and cons of each. Objectivity and transparency. No sales tactics.

  • Experience- There is no substitute for hands-on experience. Chris has been helping individuals, families, and small businesses since 2004.

  • Education- Your money is one of the most important things in your life. You deserve to have someone on your side who is educated and has demonstrated their knowledge in all areas of financial planning. Chris has been a CERTIFIED FINANCIAL PLANNER™ since 2010. The CFP® designation is considered the gold standard in the industry.

  • Service- Great service is lacking today. It’s become the norm to settle for something less. But it’s not that difficult. You deserve reliable, accurate, and prompt attention. Nothing less.

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