Page 3 - Estate Planning 101

CORE VALUES

At our core, we are people who:

CLIENT EXPERIENCE
We do what we say we’re doing to do. We take our client’s calls. We give our clients an experience that will keep them

excited about coming back and telling everyone about how great we are.

TEAM FOCUSED
We are all on the same team and we help each other. No one is above anyone else. No one person or team is more

important than our team as a whole. We do amazing things because we do them together.

GROWTH ORIENTED
We can grow or die, so we choose to grow. This means there will always be changes, but change equals opportunity. We

will all have opportunities to grow within the organization.

RELENTLESSLY OPTIMISTIC

Life is full of ups and downs, but we stay focused on the positives - our great work family, our impact on our clients lives,

our ability to overcome the most overwhelming odds. We will pick each other up when we’re struggling.

PASSIONATE

We don’t believe you can be truly great at something if you don’t have passion for it. To help create the best team in elder

law, you have to be passionate about getting the best results for our clients.

WE HAVE FUN

Our dedication to our clients, doesn’t mean that we can’t enjoy our time together. We do things in and outside of the

office together to develop close relationships. We make memories together. We are truly a second family.

DO THE RIGHT THING
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Act like your mom is watching you. In everything.