Carey in lobby

If you are reading this it is mostly likely because you are looking for a Financial Advisor.  I think you will find that you may have come to the exact place you want to be.  Every relationship has to be built on a solid foundation and here is ours, as it relates to the Financial Planning Partnership with our clients.  This is what you can expect: 

“ATTENTIVE – ATTUNE – ATTAIN”

I’ll use Mike Holmes, the TV home renovation personality to give you a sense of what “Attentive, Attune, Attain” can mean should you choose to partner with us as your Financial Planning team.  Along with his many years of experience, there is something much more needed for flourishing…

Mike Holmes deeply cares about the relationship. He does what he does because he cares about the people he works with and he knows how much the people he is working for rely and trust him. That is what drives him to do the best job possible.

ATTENTIVE – Paying close attention to something; diligent in attending to the comfort or wishes of others

ATTUNE – To bring into a harmonious and responsive relationship

ATTAIN – Succeed in achieving; to arrive at, as by virtue of persistence.

He works through the trials and bumps along the way but in the end he walks with the homeowner through their completed home and celebrates with them in being able to attain their end goal, together.

Our pledge to you is this:

WE WILL LISTEN CAREFULLY TO WHAT YOU ARE SAYING
AND BE ATTENTIVE TO YOUR DESIRES AS WELL AS YOUR FEARS
SO TOGETHER WE CAN BUILD AND ENJOY
A HARMONIOUS AND RESPONSIVE RELATIONSHIP
ATTAINING YOUR LIFE’S DREAMS AND THROUGH THAT
WE WILL BE ATTAINING OURS.

Carey Vandenberg, Financial Planner