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CORE VALUES

1. We love our clients. We are fully committed to their financial well being.

2. We are fiduciaries for our clients and believe True Holistic Planning and Adaptiv Investment Management are the only ways to care for our clients’ financial health.

3. We continually strive to be aware of opportunities to serve our clients better.

4. We expect and foster a culture of learning, performance, and exceeding expectations.

5. We are a family of families and recognize the fullness of life beyond the office.



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