Our vision is the practice of accounting as a healing art in the cultivation of a meaningful life.

We apply a holistic approach to the financial well-being of our clients, much the way family doctors approach the well-being of their patients. Our values are compassion, integrity, mutual respect, generosity of knowledge, community involvement, personal growth, professional development, and lifelong learning. We visit, we listen, we assess, we teach, we learn, we share, and we care.

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Our mission is to empower our clients, our staff, and our community.

We empower our clients by helping them to improve their financial literacy and understand their financial lives, which in turn eases stress and anxiety. We empower our staff by providing guidance and encouragement in their professional and personal growth by developing their knowledge, skills, and abilities, and by encouraging them to develop a sense of purpose in their lives which brings independence, joy, and satisfaction. We empower our community by supporting non-profit clients, supporting local businesses and organizations, and contributing to local causes.