The Full Story
About
FinancialMD is a financial planning company dedicated to making people financially healthy. Healthy finances have less taxes, lower costs and efficient paths to achieving life goals. Our skill is simplifying financial health, and our specialty is coaching our clients to make the best decisions in their finances.
Mission
FinancialMD guides, educates, and empowers people to achieve their unique financial needs and wants, through every phase of life.
Vision
To make financial planning accessible, understandable and simple. We believe that everyone deserves access to financial education and guidance, and our role is to come alongside our clients, with expertise and empathy, and ensure they have the best possible path to reach their goals and dreams.
Our Values
Respect
We treat our FinancialMD family with the respect we would want. That means giving people the benefit of the doubt, and seeing the value that they bring - we believe everyone has gold inside of them. Our clients can expect the same level of respect, both in how we treat them, and how we treat their financial assets and goals.
Integrity
Integrity is the foundation of what we do, both at work and at home. Fiduciary is not enough for us - we handle our clients like we would treat our own family. We make decisions and recommendations as though it was our own money. Integrity also means we honor our commitments, and do what we say we’ll do, when we say it.
Service
Service is how we lead. The first will be last, and the last will be first. We always ask ourselves the question, “Am I providing massive value? Our clients needs go before ours, always.
Excellence
At the end of the day, we lay our head on our pillow knowing we did our very best. We hold ourselves to a standard that we would be proud to have our kids observe.
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