It is Our Duty to Earn Your Trust

One thought that I have had ever since I was a teenager is that truly happy people are those who spend their lives doing things that they are good at and passionate about. For many people, this does not mean spending an enormous amount of time focusing on their finances.

That was one of the reasons I wanted to offer comprehensive, fee-only financial planning and portfolio management services to our clients (you can find out just how comprehensive by browsing through the links on the left).

When I first thought about creating this company, I wrote this down: "We are fiduciaries and allies for our clients so that they have the freedom to focus on life beyond finances."

After all these years, this is the underlying principle of our firm.

I particularly like the word "fiduciary" though I think it is one of those words that we hear all the time but don't fully understand. It is a great word, though, and I love this definition from Wikipedia:

A fiduciary duty is the highest standard of care at either equity or law. A fiduciary is expected to be extremely loyal to the person to whom he owes the duty (the "principal"): he must not put his personal interests before the duty, and must not profit from his position as a fiduciary, unless the principal consents. The word itself comes originally from the Latin fides, meaning faith, and fiducia, trust."

All of this means that everyone here at Paula Hogan is focused on you and your needs because it is our duty to earn your trust.

Life Transitions
Life Transitions
Growing up, getting married, having children, planning a child's wedding, planning your own retirement... we call these moments life transitions, and each has its own special financial needs.
Paula's Recommended Reading List
Paula's Recommended Reading List
Over the years, I have found a few websites and articles that I think are terrific resources, and I wanted to share some of them with you.
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