Charlene Morris, CFP® CIM®

 

 

 

My Philosophy

My philosophy is simple. Every client should have a Financial Plan. It’s a road map to your success and it will navigate you through the detours and bumpy roads that life takes you down.

 

Your Financial Plan should be as unique as you are and should reflect your values and goals.  My Financial Planning processes is comprehensive and gives me an opportunity to understand you on a deeper level so I can provide personalized recommendations to help you achieve what is important to you.  

 

Once in place, your Financial Plan should drive your investment strategy. I believe a proper investment plan should reflect your investment knowledge, time horizon, emotional tolerance for risk and financial capacity for risk.

 

Life moves fast and what success means to you may change with time. I believe your Financial Plan should be a fluid and evolving document. I am committed to regularly monitoring and updating your plan and your investment strategy.

 

My Core Values

Competency: My team is full of lifelong learners, and as products, the industry and regulations change, we will ensure that we are able to provide you with the most accurate and up to date industry advice.

 

Honesty: My promise to you is that you will always get honest and reliable information when you speak with my team. I will build a portfolio that aligns to your values with full transparency. I want you to fully understand the investments you own and the steps we need to take to achieve your financial goals.

 

Empathy: I approach each client interaction with empathy. It is my goal to connect with you where you are at and truly understand and relate to your situation. I believe empathy creates strong long-lasting relationships. I will respect your boundaries and invest your money in a way that makes you comfortable.

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