"You, who are on the road, must have a code that you can live by . . . ." - "Teach Your Children" by Crosby, Stills, Nash, & Young
For financial work to be sustainable and successful, I have found that an ethical system is essential, and that its clear, forthright disclosure can help build trust. Accordingly, I present mine below.
These are the ethical systems that have shaped me, that I embrace wholeheartedly as my own, and that I may be expected to follow in business and in life, listed pretty much in the order that I encountered them. Since I am flawed (I don't mind admitting that in one way or another I seem to stumble almost daily), I rely constantly on them to define improvement and help me recover and get back on track. Over the years, I have found that I enjoy best results working with people who embrace the same principles. I welcome all who know me to hold me accountable to them.
