Core Values
Fee-Only / Fiduciary
Fee-Only financial planners try to eliminate as much conflict of interest as possible by making compensation transparent with their clients. Fees are discussed and based upon a fee schedule with clear guidelines and rules, rather than commission based products. To learn more about the Fee-Only profession visit NAPFA’s website. VCFP is a Fee-Only financial planning firm and works to put Client’s needs ahead of the firm’s needs.
Values-Based Investing / ESG Investing
“Dikaiosune” is a Greek word that translates into English as “justice.” Sometimes we encounter things in this world that feel upside down (three-month long wildfire seasons, people being wrongfully incarcerated, people sleeping on the street, etc.), and we long for the world and our interactions with it to be turned right side up. This idea of “right side up,” or “dikaiosune” is one way of thinking about values-based investing. We can help the world be turned right side up by investing our resources into companies that make a positive impact in the world. One way to do this is by investing in Environmental, Social, and Governance (ESG) funds. I specialize helping my clients invest in ESG funds and in doing so it gives us a sense of peace that our personal efforts are helping to make the world more equitable and just.
Teaching
The financial world is full of technical jargon that can be quite scary and off-putting. When we work together I value educating you so that you will feel confident about where you are and where you are headed with your financial plan.
Psychological Safe Space
Research has shown that when people feel psychologically safe they are more creative and willing to have conversations that may be uncomfortable but ultimately help them express something that is very important for them. For many people, talking about finances can be uncomfortable. When we work together I will strive to create a comfortable environment that will allow you to have a safe space to talk about your life and your finances.
Working with Colleagues
I am honored to be part of the Spokane Financial Advisors Network. I value having positive working relationships with other financial planners. By supporting one another we elevate the standards and reputation of the financial services industry.