Our clients' trust is our greatest asset.

Our Core Values are the guiding principles by which my team and I conduct business. Our values represent who we are, what we believe, and how we serve our clients. We strive to live out these values in all we do and say.

COMPASSION

  • This is a judgment-free zone. We want you to always feel safe looking at and talking about the financial side of your business. We all have our own unique stories and experiences around money, and we don’t believe in shame.
  • We understand that everyone has a unique comfort level with money, and we work closely with you to simplify and demystify the process in a way that creates ease and peace of mind. Our goal is to meet you where you are and show you what’s possible.
  • We understand that everyone has a unique comfort level with money, and we work closely with you to simplify and demystify the process in a way that creates ease and peace of mind. Our goal is to meet you where you are and show you what’s possible.

GENEROSITY

  • We believe in being generous with our time and expertise, and in always providing you with the highest level of service.
  • Our clients’ successes are our own.
  • We want our clients to feel fully supported when they work with us. We’re always in your corner, thinking about your business, even when you’re too busy to do so!

CREATIVITY

  • We believe that curiosity and creativity are the core of a powerful business strategy.
  • We challenge our clients to think bigger, and to become wildly curious about what’s possible.
  • We don’t believe in cookie-cutter solutions. We focus on financial strategies customized to your unique needs and goals, and we delight in finding new ways to catalyze your business growth while helping you build a bridge from your business to your pocketbook.

PARTNERSHIP

  • We operate with integrity in all that we say and do with our clients, our employees and the public.
  • We don’t take for granted the importance of the trust our clients place in us. Everything you share with us is treated with the utmost care and remains confidential and secure throughout our work together and beyond.
  • Our processes and strategies are put in place to adhere to the letter of the law while keeping your best interests at heart.
  • We believe that trust is essential to a healthy partnership. We work hard to earn the title of trusted partner.

LET’S CONNECT!

Schedule a Money Map session to talk more about improving your financial flow.

HOME     ABOUT     CONNECT     TERMS     PRIVACY    PODCAST

©2018-2020 Liz Lajoie | Zen Money Initiative