How are you different from all the other advisors within 10 miles of here?
We worry that current clients, prospective clients, or partners can’t answer this question. So, here’s why we are different…On purpose:
Full service @ a fair fee: financial planning, investments, and tax, all in-house.
We help you build wealth. Not just manage it.
From our professional experience, client outcomes are better integrating every area of your financial life.
Flat-Fees: Equitable and transparent pricing.
We charge flat fees, not asset-based fees.
Our clients know that fees increasing just because the market went up, doesn’t feel right.
We believe that how someone is paid should NEVER be a conflict of interest on financial decisions that will change your life.
FIDUCIARY, ALL THE TIME
Yes! It’s so frustrating we have to put this in writing. But not all advisors are required to act in your act best interest every time. So no, we are not “dual-registered”; we can’t (and don’t) earn commissions. We only get paid by you. That’s it.
Highly Credentialed: CFP, CPA, and CFA
There are over 200+ different financial designations. Many designed for marketing. Few built with rigor.
We have the three most recognized industry credentials: CFP, CPA, and CFA. Sara also co-designed the University of Colorado-Denver Masters in Taxation program and was its first graduate.
No, this isn’t some trophy case for us to dust-off, and rest on our laurels. But, it is a testament to the respect and dedication toward our clients and profession.
The most sought after and used credential in the world of tax with the highest standard of knowledge and ethics. Minimum 150 credit hours from an accredited institution with a concentration in accounting, or five years of study.
Completion of 40 hours of continuing professional education (CPE), on average, each year. Only 23% of financial advisors have a CPA.
The gold standard for financial planning expertise.
An 18 month comprehensive college-level program of study reinforced with mandatory 30 hours of continuing education every 2 years. Only 28% of all financial advisors have a CFP.
The highest distinction in the investment management profession that is recognized globally.
A 3 year self-study graduate level program that is the most competitive financial designation to attain. Only 5% of all financial advisors have a CFA designation.
We owe it to our clients and peers to follow a consistent process for getting better.
Peer review, we meet with close to 50 other firms/advisors throughout the country, every year. We ask for direct feedback in multiple areas of our business and where we can improve client outcomes.
Client review, we LISTEN to our clients. Many large improvements come from clients saying: “You’re really sure there isn’t a better way?”