Values-Based Financial Planning

By knowing what matters to you, we can better manage your investments and develop sound financial strategies that work for you.

We help people like you build on your successes and achieve your goals by using your values as a compass. We use a confidential process that helps us learn about what money means to you, and the values you use when making day-to-day and major decisions.

We believe that before we can develop a financial plan or invest your money, we must first understand your values. We need to know what makes you tick and what helps you sleep at night. The purchasing of investments or other products is actually the implementation of a plan, which is Step Four in our Five Step process, not Step One. The first four steps usually require that we meet three or four times.

Our confidential five-step process includes:

  • Establishing Your Financial Objectives and Values: Your Road Map
  • Collecting and Analyzing Your Data
  • Developing Your Values-Based Financial Plan
  • Implementing Your Values-Based Financial Plan
  • Monitoring Your Financial Plan

Upcoming Events & Seminars

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Whipp Tips & News

Switch IPO the latest to limit investor voting rights

As many of 15 percent of U.S. IPOs in recent years have used dual share classes meant to give insiders outsized voting rights, according to the Council of Institutional Investors.

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Wells Fargo executives, board must face lawsuit over fake accounts, federal judge says

http://www.reuters.com/article/us-wells-fargo-accounts-decision/wells-fargo-executives-board-must-face-lawsuit-over-fake-accounts-federal-judge-says-idUSKBN1CA1ZY

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As Ford pushes into electric vehicles, U.S. union aims to save jobs

Ford’s presentation to investors this week under new chief executive Jim Hackett, included a slide touting a 30 percent reduction in “hours per unit” to build electric vehicles.

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The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association