Mission, Vision, Philosophy

Mission, Vision, Philosophy

Mission Statement

To provide sensitive and empathetic personal consultation services to high-net-worth individuals and their families, to facilitate communication and a transformation in the process by which trans-generational wealth-transfer decisions are made, and to assist in formulating those decisions.

Vision Statement

To honor God by providing the highest quality professional consulting services through close personal relationships that are mutually beneficial and personally rewarding to clients, their families, professional colleagues, and self.


Because of my calling, there are certain responsibilities I must maintain. My freedoms are limited. Client expectations are high. Because of my role as a teacher, helper and adviser, my calling requires me to be a learner and a listener. I can’t coast. I can’t fake it. I can’t drop pearls of wisdom from a small window in an ivory tower. The people I serve deserve messages wrung from the crucible of my daily experience and walk with God. They must know that I’ve been there and that I’ve got the scars to prove it.

The people who look to me for direction need to know that my advice is more than theory or regurgitation of textbooks. If I’m going to prepare them for daily battle, I have to smell the gunpowder and know my way around the trenches.

Adapted from Tim Kimmel’s excellent book, Little House on the Freeway.