Leon's Mission, Vision, Values and Goals

Mission:

• To design, develop and deploy an easy to use and cost effective decision tool that helps consumers distinguish between financial service providers that provide fiduciary level info, guidance and, or advisorys services and those who pretend to do so; and to provide a novel ethics education to financial services practitioners. 

Vision:

• To be a leading designer, developer and deployer of (SPiCCCe™) ethical (CE) personal financial planning products and services.

Values:

• Transparent products and services
• Responsive service
• Accountability
• Communication
• Knowledge
• Honor
• Opportunity
• Professionalism
• Ethics

Goals:

• To elevate personal financial planning products, services and outcomes; for the benefit of all involved and concerned parties, so that individuals can Track Hope in personal financial planning, using a SPiCCCe™ product and, or service.