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Mission, Vision and Values

Mission Statement

Our mission is to educate and bring financial peace through tax smart strategies designed to meet our client’s goals.

Vision Statement

Our vision is to be trusted and respected by our families, clients, and profession as the leading innovator in tax smart strategies in the greater Seattle area. Any person that comes to us should feel at ease knowing that we will respectfully guide them through life’s financial hurdles.


  • Act with integrity: Do the right thing for all people
  • Be relational: Develop deep relationships with our clients so that we can help them live more fulfilled lives.
  • Exceed Expectations: Understand our colleagues’ and clients’ needs and always aim to exceed expectations.
  • Be “Tax Smart”: Provide financial advice that is rooted in being “Tax Smart”, comprehensive and holistic
  • Continuously improve: Always find a way to operate more effectively and bring a better service to our clients
  • Community: Be good citizens in the communities in which we live and work.

How can we help?

Thank you!