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What’s your financial planning and investment philosophy?

 

We believe that everyone can benefit from a financial plan, whether they are starting out and need to set up a budget  and emergency or pay down debt or have more complex issues such as investment strategies and retirement planning.

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On the investment side, we believe in a buy and hold strategy. The sooner a person starts to save and invest, the sooner they can meet their goals. To this end, we use a core-satellite investment model by using a variety of Exchange Traded Funds (ETFs) along with some equities and bonds to achieve growth and hedge against downturns.

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What type of clients do you work with?

 

We work with business owners to increase productivity and reduce financial stress for their employees. Our goal is to collaborate with owners and their employees to create a resilient, financially savvy workforce.

We also work with clients who are looking for overall financial planning, which includes but is not exclusively about investment management. We take an overall look at the pieces of their financial puzzle to put them together in a way that allows them to plan for the future while living today.

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What is a fiduciary? Are you one?

 

A fiduciary is obligated to put their clients’ interests ahead of their own and to act at all times in the best interest of their clients. As a Certified Financial Planner™ and member of XY Planning Network, we work as a fiduciary for our clients.

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Do you work with clients outside of Idaho?

 

Yes, we are able to meet with clients anywhere virtually. If you’re in the Pacific Northwest, we will also meet with you in person.

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What time zone are you in?

 

The Mountain Time Zone. If you schedule a call or appointment through the link on our website, the time should automatically adjust to your time zone.

FAQs
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