Mission & Vision

Mission: Deepen relationships between business owners and their most trusted advisor.

Vision: We envision a world in which all business owners get quality financial advice.

Core Values

• Say the thing you think you cannot say – builds trust
• Assume Positive Intent – us vs. the problem, not vs. each other
• Cultivate Curiosity – ensures growth, strong opinions loosely held
• Best-self Meritocracy – do what it takes to show up ready to perform
• Pursue Craftsmanship with Rigor – our passion drives us, we take pride in our work, we make principled decisions

Loom Overview

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https://www.loom.com/share/6f69a4c86adc4af1ace066bf329f10fe

Founder Brief

June kicked off with the team off-site down in Tennessee where we had a chance to zoom out a bit and spend time on where we want to go and how we are going to get there. The above picture was after a long hike up the mountain where we found an amphitheater with incredible views; fittingly with six chairs.

One of the outputs from that time was adding craft as a company value. We are building for a market where trust is the product. Advisors are putting our work in front of business owners, home offices, compliance teams, CPAs, attorneys, and planning teams. The product has to be fast, useful, and scalable, but it also has to feel considered. It has to hold up. June was a good month to be reminded of that because the business moved forward on almost every front.

Over the past six or so months we were faced with some hard decisions that centered around speed vs quality; and we didn’t feel like we had a value or the right framework for making decisions when we were faced with them. That led us down the path of the discussion leading up to, during, and post the off-site that made it clear to us that craft was an important value that we hold and it was missing. We care an awful lot about what we put out in the world, and knowing our market the way that we do; it cemented that craftsmanship and quality was something that needed to continue to guide us going forward.