Our Mission and Values

To inspire financial possibility to professionals, families, pre-retirees and closely held business owners by helping them plant the right seeds to create a money tree for themselves. They say money doesn't grow on trees but metaphorically we believe it does and that everyone has the opportunity to stop trading time for money so that they can trade time for meaning.

Our Values

As members of Proverbs Financial we are a direct representation of the company and the industry. We
value Integrity, Honesty, and Professionalism. Through collaboration and communication, we create
a space to cultivate productive relationships between colleagues and amongst clients. We uphold these
values by “keeping it OG”; Others Focused & Growth oriented, which guides our decision making and
recommendations when it comes to the wellness of our team and our client’s financials.