EIGHT PEAKS Values

Listening to your story is essential to our partnership. We know everyone’s journey is unique and it’s important to create a strong understanding of your financial needs.

We will always do what is right by you. We will work hard to ensure you do not feel pressured by our team to make decisions that are not in your best interests.

Having defined goals serves as the foundation for our financial planning relationship. Without it, we can’t be sure what we are working towards.

We understand that financial security is just one part of your overall wellbeing. We strive to use strength in this area to help you feel complete in other areas of your life.

We focus on fostering a trusting partnership which allows you to feel confident that we will co-create a plan that makes sense to you.

Everyone’s wealth journey looks different. We want to meet you at your entry point and walk the path with you. This is a marathon, not a sprint.

Making your life better should be fun. We want you to enjoy working with our team and enjoy learning ways to secure a strong financial future.

Everyone needs someone to help them stay committed to their goals. Our team will be your accountability partner to help you stay on track.

Our team wants to share over ten years of our knowledge. We focus on giving you the tools needed to make strong financial decisions.

Our team will always be with you every step of the way. You can count on us to provide the support you need when you need it.

Short, Medium and Long-Terms goals are the foundation of your financial plan. You can’t have a plan without knowing what you want to accomplish. Your journey begins here.

This focus goes deeper than just having a budget. We will analyze both near term and future needs. Run what-if scenarios when needed. We want to stress-test your budget to make sure changes are able to be made.

Insurance is an important piece of your financial puzzle. Regular reviews of health, life and disability insurance will allow you to sleep at night knowing that your loved ones are taken care of if something were to happen to you. We want to make sure they can maintain the same lifestyle in the worst of circumstances. Emergency funding is also analyzed in this focus.

What is the proper allocation for your investments? How often should you be rebalancing? What type of investment vehicles should you be using? These are just some of the questions that come up as people build their nest egg. We put it all together and help you make sense of it.

Life expectancies are increasing. How much money do you need to retire? When should you take Social Security? All these questions will receive answers. They will also be revisited on an ongoing basis to make sure that changes are made when they need to be made.

Education planning can be one of the most confusing and overlooked topics within financial planning. We will project future costs and determine savings needs to help you make sure your children and grandchildren are able to work towards their dreams.

This is a key part of your overall financial plan. Are you paying more than your fair share of taxes? What are the ways we can reduce your tax burden? This is an ongoing process throughout the year, not just in January.

Who do you want to take care of after you’re gone, is just one area of Legacy and Estate planning. Here we also want to focus on causes we want to help while living. We have access to quality Estate Attorneys to help you build a plan that meshes with your financial plan.