There are three areas that are going to receive special attention as we create this new space.
- Experience, specifically the physical environment: Sometimes doing virtual work and meetings are convenient and helpful; however, there are a lot of moments where we are trying to make significant decisions and it is hard to do so at home with the dog barking at the squirrels. That’s why we believe it’s important to meet and work in a space that is specifically designed to have meaningful discussions. This will result in the most thoughtful decisions about you, your family, and your wealth.
- Personalized Attention: Automation in this world has been nice and at times very efficient … until it doesn’t work and we can’t find anyone to help us figure out how to get what we need. Our goal is to create a space so that when you come in and interact with our firm you feel as though you are the only one we are caring for, and we understand all of your unique needs.
- Energy of the Firm: we believe in the old saying “Teamwork makes that dream work.” Unfortunately, we have found there is a significant loss of energy and excitement when the team is virtually fragmented, which is why this new space is going to be set up in a way that allows our teams to work collaboratively in new and exciting ways. Our desire is to foster creative ideas on how we can serve you in an Exceptional way.
MISSION
Box Financial Advisors exists to create an environment where people can experience an exceptional life.
VALUES
FAITH - TRUST - EXCELLENCE - CARE
