Our company was founded upon five core beliefs: God, Focus, Integrity, Vision, & Excellence. Each belief plays a vital role in ensuring we are helping plan with purpose. At High Five, we believe God has already provided us with a roadmap for successful financial planning. We believe if we adhere to these principles, we will not only make our individual lives better, but we will be able to affect the world in ways we never imagined possible.
Focus-We will focus on YOUR financial needs and what makes sense for YOU and YOUR family. It takes unrelenting focus for you to achieve your goals and our commitment is to help you focus on your financial goals, so that you can focus on all of the other life goals you have.
Integrity-Simply put, “Integrity is doing the right thing when no one is looking”. At High F.I.V.E. Financial, we believe we have been entrusted with the responsibility and obligation to help you manage your finances with a Kingdom perspective in mind. We take this calling very seriously and recognize that we are accountable to God for how we treat our clients and their families.
Vision-“Where there is no vision, the people perish”. We believe an informed client is a better client. We want and desire for you to be involved with all aspects of the financial planning process. We believe by keeping you abreast to current market conditions, future regulatory changes, and past outcomes, we can affectively help keep you focused on the vision you have for yourself and your family. Setting goals takes vision and we will help see you through this constantly shifting process.
Excellence - We desire to be the best at what we do. We believe that as Christians, “Whatever you do, work at it with all your heart, as working for the Lord”. Yes, we work for our clients, but we will do this while recognizing that our true reward comes from Christ and serving his purposes in the world.
High Five was created to serve an ever-growing need for clients to have one on one attention from a financial planner who is not tied to the interests of a giant corporation. As Independent fee based financial planners, we are able to provide you with unbiased advice while still utilizing the best products available for your goals. In addition, while many financial institutions have changed their business models to cater to the affluent client, our belief is that each client matters. Each client should have the opportunity to leave the lasting legacy for their family they desire. Our goal is to help assist you in making the world a better place for your family and for those God has called you to love and serve with whatever treasure has been entrusted to you.
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