Our Approach

It's more than just dollars and cents...

Know thyself.

We can’t be all things to all people. We can only be us, for you.

We focus on what we do well — providing thoughtful answers and personal advice by asking the right questions and listening.

We believe the answers to your questions are inside of you and best harnessed through personal understanding. We’re professionals who know how to focus that understanding and awareness. We want to know what makes you tick and how we can help.

What we do is more than just dollars and cents. Your relationship with money is personal, which is why we’re here on a personal level. This is personal for us, too.

In all of this, offering trustworthy advice is not only the right way to do business, it’s the only way we do business.

Our advice revolves around three ideas:

Being healthy, wealthy, and wise.

Healthy

Your financial health can be quantified by a variety of metrics: income, savings, assets, and debt. Financial health is not static and thus, it deserves on-going monitoring and care. We use software, as a doctor would use a stethoscope,  to obtain an accurate snapshot of your financial health. As fiduciaries, it is our mission to help you make better decisions in order to create better outcomes, and our duty to protect your best interests.  With the benefit of our coaching approach, you will make prudent, healthy decisions that keep you aligned with your goals.

Wealthy

We believe being wealthy is about having a sense of abundance that comes from thoughtful personal planning while living a life that’s intentional and full of purpose. Whatever your definition of wealth might be, if you have a plan and a purpose for your money, you will have a higher probability of achieving your goals. We’re here to offer sound reasoning and foster awareness regarding the risks, questions, challenges, and opportunities you’ll face along your journey.

Wise

Wisdom comes from experience, lessons learned, and understanding context. There are no shortcuts when it comes to wisdom. Through our experience, we’ve learned that making sure that your financial goals are tied to your values is the wise thing to do because your true values endure the test of time.

Our firm is built on three principles:

Be Fair. Be Honest. Be Open.

Our “Life Is Too Short” Approach To Doing Business

“Some cause happiness wherever they go; others whenever they go.” -Oscar Wilde

Our firm follows The “No A**hole” Rule.

We want to do business in a first-class way with first-class people. We don’t tolerate the careless, rude, or condescending. We don’t work with people looking for the quick buck. We support our customers by being trustworthy, loyal, helpful, friendly, courteous, and kind. Life is too short to expect anything less from our team — or our customers.

We are committed to providing you with a great experience. We do our best to respond to every request the same day. For our Wealth Management clients, our goal is within the hour. We do our absolute best to take care of you, answer your questions, and address all your concerns… always. That’s our promise.

If, for some reason, you’re not happy, let us know and we’ll do everything we can to make sure you’re happy including refunding our fee. That’s our guarantee.

Our guarantee applies to the fees charged by Gross Domestic Product, Inc. No other fees, expenses, or market losses will be waived or reimbursed under this guarantee, including, but not limited to, the fees charged by issuers of particular securities.

Our lawyers want us to also say, Gross Domestic Product, Inc. reserves the right to discontinue or modify this guarantee in the future at any time in its sole discretion; which is true, but not likely.