Become an active partner in empowering our clients to achieve their financial and life goals.
At Clerestory, our values help guide us in working with clients and one another.
Act in our clients' best interests at all times. Be transparent in how our firm is paid and how we interact with related professionals.
Listen to clients and firm team members. Ask questions to help us better understand one another.
Be open with our communication. Admit when we make a mistake, resolve the issue, and work not to make the same mistake going forward.
Reply to client questions, when possible, within the same day. Provide regular updates for ongoing projects.
Continue to learn and improve through coursework and interaction with other like-minded professionals.
Enjoy our work with clients and one another. Maintain a sense of perspective and humor.