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and support it with these key benefits:
We’re proud of our work and our primary goal is always to act in our clients' best interest. We sweat every detail and are happy to share and defend each decision. No secrets, no obfuscation, no mysteries, or hidden fees
We’re insanely careful with our clients' assets and meticulous in our communication and documentation. Should a mistake ever occur, however, we’ll take responsibility and make things right.
We value our relationships with our clients and our colleagues. Whether being greeted by our receptionist or debating investment options with one of our partners, clients find every interaction authentically warm and consistently respectful.
What does it mean that we’re CERTIFIED FINANCIAL PLANNER™ practitioners? It means that we represent a high level of competency, ethics, and professionalism. We’ve completed comprehensive undergraduate curriculum, passed the CFP Board's rigorous exam, pledged to uphold their Code of Ethics, and continue to update our knowledge to maintain certification. For our clients, it means confidence.
Beyond finances, we here at Socratic Better Wealth believe that there are other areas in all of our lives that benefit from wealth. Our family, our friends and neighbors, our community at large all add to the richness of our lives. To honor those contributions, we take work/life balance, social responsibility, and community support seriously.
Our goal is your success. Below are some resources to help you have a successful financial future.
A collection of handpicked articles.
Calculate elaborate financial decisions with total calculation.
Even more videos to enjoy.
Managing your money involves more than simply making and following a budget.
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin
Reach out to us, and we can prepare a strategy for you.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."