Fiduciary Oath

As a fee-only financial planning firm, Financial Staples believes in placing your best interests first. Therefore, we are proud to commit to the following five fiduciary principles:

• We will always put your best interests first.
• We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
• We will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
• We will avoid conflicts of interest.
• We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.