To collaborate with clients in achieving greater outcomes.
It is the uncommon individual who seeks to help others achieve more than they are capable of alone. People who truly make you better, in one or more ways. It is our mission to be that resource for you, to raise your performance and improve your outcomes. It is our mission, everyday, as fee-only financial planners.
SFM Financial Advisors LLC
SFM Financial Advisors was started in Vancouver, WA with the goal of "improving the outcomes that people experience within their financial lives". This focus came about after several years of tax preparation, seeing repeated financial missteps that clients had taken to address a need in their life. These "miss-steps" occurred most often because of the complex intersection between rules and regulations, taxation, feeling a need to act, and the occasional conflicting incentives of third parties.
As a fee-only financial advisor, we adhere to the following ethics and principles of professional responsibility:
1 - Integrity
Integrity demands honesty and candor which must not be subordinated to personal gain and advantage.
2 - Objectivity
Objectivity requires intellectual honesty and impartiality.
3 - competence
Competence means attaining and maintaining an adequate level of knowledge and skill, and application of that knowledge and skill in providing services to clients.
4 - Fairness
Fairness requires impartiality, intellectual honesty and disclosure of material conflicts of interest.
5 - Confidentiality
Confidentiality means ensuring that information is accessible only to those authorized to have access.
6 - Professionalism
Professionalism requires behaving with dignity and courtesy to clients.