Our Investment Policy

Simple, though, does not mean easy, especially when the markets are turbulent. But that’s precisely when it’s most important to stick to the plan. And we know you’ll feel more comfortable sticking with the plan if you understand the “why” behind your investments. That's why we believe that you should understand any investment before you invest. We will work hard to explain things in plain English, not “investment jargon” so that the longer we work together, the more you’ll come to understand and be able to work with us as a true and fully participating partner. We know it doesn’t come over-night, but we’re always here to answer any questions you have. And we’ll never make you feel stupid. We’ll work together to give you a level of comfort about your investments and your investment plan so that you know we’re working towards a collective goal.

• We are open about our costs and fees.
• We believe in always doing what is right for you.
• We tell you what you need to hear, even when it is not what you want to hear.
• We think investing should be fun, which is why we will do our best to help you enjoy the process.

As of Spring 2017, Shanna has become a Smartvestor Pro in affiliation with author and renowned financial advisor, Dave Ramsey.