By Matthew Marcoux, CFP® / August 3rd, 2020
Core Values Explained
This year, John and I diligently read through a book called Traction, and found ourselves driven to better serve our clients by applying the principles we read about. We took some time to define our top six core values as a business, including team work. We are committed to working alongside each other and our clients as a team, motivated by the belief that an achievement is never greater, the reward never higher, than when pursued by a combined effort. In sports, we watch over and again as meticulous team work overcomes individual raw talent to ensure victories. That’s why we view our relationship with our clients as a collaboration, and it’s why we employ what we call “The Ensemble Approach”. Our ultimate goal is to help you reach yours.