Uphold legal fiduciary obligation to place client interests first.

Deliver comprehensive financial planning.

Provide fee only advice.

Do not accept commissions.

Be transparent on client fees and terms.

Provide transparency on portfolios and investment decisions.

Remain independent from any bank, broker dealer, insurance, or custodian.

Measure client performance returns using independent third parties.

Do not create portfolios to sell or price any public securities.

Do not physically hold or possess any client assets, securities, or money.