About Sasquatch Financial

MISSION

My mission is to help clients track down the future that’s right for them, then take the financial high ground and never surrender it. I will lead clients with a shared cooperation and responsibility through the obstacles placed on the financial battlefield. We are surrounded by an ever-changing and evolving economic landscape where financial dreams need to be targeted and managed over a lifetime.

I will do this with four key pillars: COURAGE, CANDOR, COMPETENCE, and COMMITMENT. 

It takes COURAGE to address the reality of our financial decisions and goals as well as facing our financial fears. 

It takes CANDOR to be open and brutally honest when real communication needs to take place about the financial here and now as well as the future. 

It takes COMPETENCE to leverage the latest strategies, technology, and information to create a successful roadmap to financial dreams and decisions.

Lastly, it takes COMMITMENT to steer clear of storms while still keeping on course in uncharted financial waters until we arrive at our destination.

VALUES

Sasquatch Financial Group Values
What’s in it for You…

Purpose – We will establish a definitive “why

Process – We will a systematic flow” by establishing clear actions, checkpoints, and steps

Priorities – We will determine flexible financial preferences by evaluating what’s important to you while still acknowledging that circumstances may change and resources may have to shift as needed

Planning – We will develop “adaptable plans” using state-of-the-art technology to model financial decisions, goals, and objectives

Preparation – We will put in place safeguards for when “life happens and changes” by preparing multiple financial fronts with strategic consideration and foresight, leading to solid “financial provision

Providence – We will examine and address risk mitigation on every financial level to establish “defensive financial positions and appropriate insurance measures

VISION

Together we will: Be, Know, and Do…

Know…

capabilities, limitations, strengths, and weaknesses in order to channel our collective knowledge, skills, abilities, and attitudes toward making good decisions through coaching, counseling and teaching opportunities all along the way.

Be…

consistent, determined, and flexible to interpret every situation, analyze all factors that apply, and choose a course of action best for you.

Do…

communicate with intent, make decisions aligned to you, set achievable goals, plan strategically, and solve problems as they arise.

 
 

 Ready to Meet Chuck?

Contact us for a free consult and see what we can do!