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Writer's pictureSteve Martin

117 Things We Do for Our Clients Number 28 - We Will Be Your Financial Reality Check

Calculator and account statement with pen

We promise to tell you the truth, always—even when it's uncomfortable to hear. While basic honesty should be expected from any financial advisor, our commitment goes deeper. We serve as protection against your own potential self-deception.


As humans, we're all vulnerable to believing what we want to believe, avoiding inconvenient facts, and justifying questionable decisions with comfortable stories. We provide that essential voice of reality when your inner voice might prefer comfortable fiction.


Think of us as your financial conscience, ensuring your decisions are based on truth rather than wishful thinking. In a world of financial noise, having a dedicated truth-teller can make all the difference.



*To see the whole list of "117 Things" in progress, click here.


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