Thinking 

“The key to success is to focus our conscious mind on things we desire not things
we fear.”  – Brian Tracy 

We are you, in a way.  We are hands-on business owners and individual taxpayers.  We started out green and eager and now we’ve experienced many things in our lives and careers.  Sound familiar?  We are partners; and very different people with sometimes competing goals.  We understand that play and work have the same number of letters.  Being at different life stages ourselves, we understand the arts of negotiation and compromise; goals and metrics.

We follow simple values that define us as an organization and serve as a guide for continued growth and professional excellence.  Our advice is for people, not businesses.  The best solutions shouldn’t help your business and harm you personally.  We believe this is a unique viewpoint and exemplifies our approach.  Our comprehensive, personal approach provides us with the opportunity to maintain enduring relationships with our clients, within our firm, and among our extensive business relationship network.  Here is our score-card for keeping ourselves and the clients we serve on track –

• accept personal responsibility  

• generate and share ideas willingly  

• strive to be highly creative every day

• cooperate and collaborate with colleagues and clients

• be responsive, effective, energetic, and flexible  

• openly share knowledge

• listen to clients' needs and respond with energy, passion, speed, and agility 

• create value and build lifelong relationships

• respect and care about each other 

• trust each other and see value in sharing what we know

• inspire trust as business advisors  

• do what we say we will do

• help clients improve both the profitability and operation of their businesses

• train constantly

• leverage available resources