Our practice name is Heart Financial Partners. Why Heart Financial Partners? Our name reflects the experience that we want you to have when you work with us. "Heart" relates to much of what we hope to do with you and for you...
- listen well - at a deep level to what is on your heart
- serve well - with sincerity and kindness from the heart
- plan well - to foster a calm and content heart through the work we do and the conversations we have together.
We also want to work together and come alongside you on your life journey. By this we mean...
- equal standing, not one above the other
- teamwork and collaboration
- working toward a common interest vs. different agendas.
More About the Name
A healthy heart is a metaphor for a content spirit, that all is well with the soul (down deep). Things of the heart refers to what matters most to you. We hope to talk about all these things with you to make our conversations and planning more meaningful.