In the complex world of finance, it’s easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there?
We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your "why" is just as important as the "how". From our initial meeting, we want to know what truly matters to you. Once we've established your goals, we'll develop a personalized financial plan designed to meet your needs, wants, and lifestyle.
Beyond your initial plan, we're here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.
Our Guiding Values
Knowledge
Use our range of skills, education, and industry experience to provide you with informed financial direction.
Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.
Integrity
Our role as your trusted financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.
Our Principles
Iván M. Mendoza adheres to a strict, personal set of principles that help guide his work and the relationships he establishes with his clients and their families.
Client Outcome-Focused:
What’s best for the client is what’s best for everyone.
Standard of Excellence:
We strive for excellence, not perfection.
Consistency:
The way you do anything is the way you do everything.
Long-Term Thinking:
Make short-term sacrifice for long-term success.
Utility Maximization:
Deliver more value with less cost.
Stay Invested:
Position portfolios for market corrections before they happen.
Full Transparency:
All costs and risks must be discussed.
Balance the Outlook:
Life is never as good as it seems or as bad as it seems.
Question Everything:
Ask why and hold nothing sacred in pursuit of the truth.
Set Clear Goals:
“What stand in the way, become the way” - Marcus Aurelius