core planning
core planning
  • Home
    • Core Values
    • Financial Planning
    • Investing Philosophy
    • Pricing
  • Getting Started
  • Client Access
  • Your Team
  • Contact Us
    • Home
    • Our Approach
      • Core Values
      • Financial Planning
      • Investing Philosophy
      • Pricing
    • Getting Started
    • Client Access
    • Your Team
    • Contact Us
  • Home
  • Getting Started
  • Client Access
  • Your Team
  • Contact Us

Core Values

Founded in 2010, Core Planning is a team of advisors that believe abundance is about more than just money.  We are Fee Only (no commission) fiduciaries providing smart, simple, and attentive planning advice convenient for families.


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

Fiduciary Standard of Care

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.


We operate as Fee Only and 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.

Value and Cost Awareness

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.

Simplicity

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.




Copyright © 2020 Core Planning LLC


FORMS  /  DISCLOSURES  /  PRIVACY POLICY


Core Planning LLC

400 Chesterfield Center, Suite 400

St. Louis, MO 63017


CONTACT