At Integrated Financial Strategies, several guiding principals impact every recommendation we make and every action we take on behalf of you, our client.
We believe:
- Attentive listening is just as important as sound advice.
- While internet technology has many benefits, the opportunity to speak directly to a human being is essential for proper client service.
- Our website and the tools therein are merely a supplemental resource, and are not meant to place any research or paperwork burdens on our clients.
- Information is cheap, but properly applied wisdom is priceless.
- Each new client’s financial situation can be streamlined, and financial decision making need not be stressful; in fact the process is often satisfying, and sometimes exciting.
- A client with a high degree of financial security has the freedom to engage in life giving and fulfilling activities.
- The learning gained by working with many clients helps us address the specifics of each client.
- Consistently wise decision making bears fruit in the long run.
- Where we place our attention is paramount; frequently revisiting stated goals sharply increases the chances of achieving these goals.
Mt. Jefferson Wilderness Area, Central Oregon
