Service and Advice

• Integrated and holistic

• Interior and exterior

• Guide and not director

• Change

• Money narrative

• Well-being

• Money and meaning  

Money is Energy. Think of the trillions of decisions each day made around money. The global world is completely integrated around money. If you want to make individual decisions that improve your well-being or worldly decisions in order to change the world, you must start from the bottom up in your own decision making and not from the top down. Money is a social agreement, a “promise to pay” that, by definition, relies on linked social networks. We tend to act as if we can be rugged individualists with money, which does not account for the impact of our collective interactions. In order to integrate the “I’ with the “we,” we should:

• Find out and question the meaning of money in our lives

• Understand our financial resources for innovative approaches to money matters

• See if our money story is consistent for interior and exterior messages as well as optimized

  for our well-being and change what is not working

Each investor will be treated with confidentiality. Each investor will be examined individually and have recommendations based only on what is appropriate for them. Service and advice are how we work; the only important product to sell is care.

Care - Perhaps the most important issue is that someone is there, to advise, to coach, to educate, to counsel and to guide you to get you to your goal. Investment advice and wealth management is a full-time job. It cannot be “commoditized” by viewing it as a product such as stocks or bond picks. While these choices are often emotional, the point is to aid investors in avoiding heuristic approaches, or mental shortcuts, to investment decisions.

 Connect Money with Values

Do you believe that our “money world” needs to be very different than it is? As never before, it is clear that individual actions when it comes to money do not occur in a vacuum. Like most people, you might tend to think of money as something outside of yourself, something you can choose to make more of, “grow,” give away, or walk away from. But money isn’t outside of you. Money is you. It’s all of us, and everything.

When it comes to money, we need not only personal, but collective change. And now is the time to begin to make those changes. Today, our world is more socially networked than at any time in history. A grass-roots effort has the ability to create its own momentum, to surge across other local networks and create a wave of change. We need to understand the how’s and why’s of money as a social construct. We are all in it together when it comes to money, and together we can make money what we need it to be. When it comes to money, couldn’t you spare a change?