At Kinetic Wealth, we help our clients identify and clearly define what is most important. The reason we feel this part of the process is so important is that it equips us to make sound decisions.
We apply this same approach to ourselves and our firm’s decision making process. Our mission is to empower family stewards, people pursuing independence, and employee-centric organizations to achieve their full potential financially and personally, positively impacting their own circumstances and the lives of those around them. We accomplish this by employing our Core Values to our every day actions and long-term planning:
INFLUENCE | COMPETENCY | AUTHENTICITY | BOLDNESS | TRUSTWORTHINESS
Each of these values are important to us. Fulfilling our mission requires influence – promoting the success and development of others. It requires competency – striving to be excellent in our craft and remaining eager to learn. We are trustworthy – we build trust through hard work and dependability. We are bold – we are not afraid and constantly find ways to improve. And finally, we are authentic – we build genuine relationships and create transparency by removing unnecessary complexity.
Making big decisions is hard. It’s even harder when we don’t clearly understand what’s most important. Defining our values is a great first step to preparing ourselves for uncertainty. If you haven’t taken that first step, let’s get started.
