Laurel Wealth Planning Values
Having been in service to our clients for more than 20 years, we know that the core of a financial planning/wealth management organization is its standards. Here are the values we articulated as a team.
Our Passion
We help people live the lives they want, building long-term relationships based on a foundation of trust and confidence.
Our Mission
Going beyond insightful financial & investment advice, we are a ‘voice of reason’, enhancing clients’ confidence and delight in their financial opportunities.
Our Values
Client Care First
Client care – which includes listening for the heart of the matter, empathy, and acting in our clients’ best interests – comes first.
Honor
The laurel wreath in our logo is a symbol of honor. We do the right things for the right reasons.
Fully Reliable
We build confidence with our clients through our focus on quality work and full reliability. To that end, we bring expertise and accuracy; commit, and then deliver; and take things all the way.
go the extra mile
We think beyond our role to enhance the client’s experience, our underlying processes, and results.
Win Win Teamwork
As we work with our team members to serve our clients, we are fully accountable, constructively truthful, and focused on win-win solutions.
Our Commitment to Inclusion & Diversity
Inclusion & Diversity are foundational to our values:
We are facilitators, helping clients live the life they want to live, along any chosen path.
While we specialize in women decision-makers, our client base is diverse in many ways.
We also actively seek employees with a wide range of backgrounds.