Philosophy
Kaizen Defined
Kaizen (Ky-zen) is a Japanese term meaning, "continuous, incremental improvement." Kaizen means taking concentrated steps to grow consistently toward a worthy aspiration, increasing achievement and maintaining excellence and integrity.
Founding Principles
- Our clients' best interests always come first
- We seek to eliminate waste and inefficiencies both in client accounts and in firm management
- We strive for continuous improvement in everything we do; it's the little things, done consistently that make all the difference
- We focus on building long-term relationships
- We promote a comprehensive approach to financial decision-making: Organized, Coordinated, Integrated
- We encourage open communication, allowing clients a voice in improving their Kaizen experience
- We strive to keep things simple and understandable
- We remember to ask, "How can I help?"