Core Values

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Founded in 2010, Core Planning is a team of advisors that believe abundance is about more than just money.  

We've adopted the following Core Values, which are non-negotiable, and guide all aspects of our operations.

We adhere to a strict fiduciary duty to the families we serve, which is the highest legal and ethical standard of care and requires that all actions and recommendations must be in your best interest, period.

Clients come first, profit second.

You should always know exactly how your advisor is compensated. With the investment strategies we implement for you, we do not receive commissions, trailers, or kickbacks from any outside institution. We sign an oath to put your best interest first at all times. This is not a standard practice in the financial services industry. We believe it should be.

We have an ethical and social responsibility to give more than we take. 

In addition to providing the highest level of expertise and care, we provide you value through the identification of investment opportunities that are the most advantageous and appropriate, while also being acquired at the lowest possible costs. 

By design, we work exceptionally hard for a fewer number of families by keeping our own costs and overhead to a minimum. We won't send you baseball tickets or buy you steak dinners, we'll help you solve financial problems.

We seek the bare minimum complexity without sacrificing function or sophistication. Unnecessarily complicated investment and estate plans create confusion and are inherently fragile.

The most robust strategies employ the fewest possible variables and assumptions, in plain English. We believe there is beauty in simplicity.