Our promise to you is that we will:
- take time to learn about you, your goals, your history, aspirations, and expectations
- evaluate your situations and provide objective advice/recommendations based on your unique needs
- address all aspects of your financial life, identify potential issues, and discuss your options
- be honest in our analysis of your expectations and decisions even when it creates discomfort
- coordinate our work with your accountant, attorney, and other advisors
- maintain a transparent relationship so you clearly know the costs for portfolio management, transactions, and advisory services
- provide continual education along your journey with our firm
- protect your privacy and keep all your information confidential
Our strategy works most effectively with people who:
- are financial delegators
- have an open mind and a willingness to brainstorm with us in a creative dialog
- possess a willingness to shift your behavior when it furthers the fulfillment of your goals
- recognize that financial planning—like life—is not an exact science
- are willing to trust our intentions and the knowledge we present
- are motivated to accept our advice as appropriate for your circumstances
- have an understanding that planning strategies can and should be analyzed and modified when necessary (i.e., should your goals or current situation change, etc.)
At Pantheon Wealth Planning, our primary focus is to assist you in the process of confidently building and protecting the wealth you deserve. Our five-step process allows us to build this relationship and help you develop a streamlined technique that best suits your lifestyle.
