We call our holistic approach, Better Wealth, and support it with these key benefits:
We’re proud of our work and our primary goal is always to act in our clients' best interest. We sweat every detail and are happy to share and defend each decision. No secrets, no obfuscation, no mysteries, or hidden fees.
We’re insanely careful with our clients' assets and meticulous in our communication and documentation. Should a mistake ever occur, however, we’ll take responsibility and make things right.
We value our relationships with our clients and our colleagues. Whether being greeted by our receptionist or debating investment options with one of our partners, clients find every interaction authentically warm and consistently respectful.
What does it mean that we’re CERTIFIED FINANCIAL PLANNER™ practitioners? It means that we represent a high level of competency, ethics, and professionalism. We’ve completed comprehensive undergraduate curriculum, passed the CFP Board's rigorous exam, pledged to uphold their Code of Ethics, and continue to update our knowledge to maintain certification. For our clients, it means confidence.
Beyond finances, we here at Socratic believe that there are other areas in all of our lives that benefit from wealth. Our family, our friends and neighbors, our community at large all add to the richness of our lives. To honor those contributions, we take work/life balance, social responsibility, and community support seriously.