Why Choose Us
It's all about you! We are dedicated to fully understanding what is most important to you. We help you explore and identify your values, goals, objectives, and passions in life and provide a roadmap, ongoing counsel, and the resources you need. We will help you avoid mistakes and make the best decisions with your money allowing you to provide for yourself and your family through all stages of life.
- To exceed our clients expectations.
- To enrich our client’s lives by providing Holistic Financial Planning, focusing on their core values, life goals, and financial resources.
- To hold ourselves to the highest level of integrity, honesty, and responsiveness. These values are at the heart of what drives us in everything we do.
- To maintain the highest level of professionalism and expertise in issues affecting the LGBTQ community, on both the federal and local levels.
- To create and nurture long-term relationships with our clients.
The philosophy of Gold Canyon Financial Planning is to treat every client as we do family and friends, with caring attention, respect, accessibility, and responsiveness. Our holistic approach and focus is on helping individuals and families with all aspects of their financial lives.
We believe that our clients are the most important part of our firm and that, at the core of providing the highest standard of service, is truly understanding the needs of our clients and recognizing that everyone’s economic and life situation is unique.
We believe that our success lies in our ability to create and nurture long-term relationships with our clients. We pride ourselves on the fact that our business growth is achieved primarily through client referrals.
We strongly believe in using very high quality, no-load, lower expense Mutual Funds and Exchange Traded Funds across many different fund families. We establish core portfolio holdings but will proactively shift asset allocation percentages based on market conditions and actual investment performance of the products that we select.
Our Holistic Planning process takes a multi-disciplinary approach to financial planning and involves developing a team of professionals with other client advisors such as Estate Planning Attorneys, Accountants, and Realtors.
We have affiliations with TD Ameritrade, Dimensional Fund Advisors (DFA), Certified Financial Planner Board (CFP Board), The Financial Planning Association (FPA), and Human Rights Campaign (HRC).