Our Philosophy

At Together Planning, our mission is to help as many people as possible worry less and enjoy their lives more, through complete financial planning and thoughtful investment management strategies. We believe that everyone can benefit from a comprehensive financial plan to help guide their decisions, get the most from their resources, and achieve their goals. For this reason, we do not limit our practice to a particular profession, income level, or net worth. Instead, our clients have in common a desire to make smart decisions, a sense of financial stewardship and responsibility, and a strong commitment to family and enjoying life.

We promise to:

  1. Work together toward our common mission. We are one team, moving in the same direction.

  2. Do our best and strive for the highest quality of work and customer service.

  3. Promote a positive, professional work environment at all times. We help each other succeed and respect the value of our differences in our quest for success. When we fall short, we acknowledge it and make a plan to improve.

  4. Communicate, collaborate, and welcome input from all team members. We work together as a team, foster a fun work environment, and celebrate success.

  5. Practice gratitude, appreciate what we have, and share with others.