MY Wealth Planners® is a Certified B Corporation, with an organizational mandate to engage in stakeholder governance, considering the impact of all decisions on employees, clients, the community, and environment. In the interest of serving this mandate, MY Wealth Planners® maintains a set of values that guides its professional conduct, procedures, and services offered to clients. Additionally, all planners adhere to a strict code of ethics that we believe reflects the best practices and interests of our clients.

SELFLESS SERVICE

We believe we are nothing without the community we surround ourselves with, and in that light, we must live and work to serve others.

Internal

• We protect time on our calendars to fulfill our commitment to meaningful community service as part of our work.
• We proactively step in to help a teammate before being asked, especially during high-volume weeks, client emergencies, or deadlines. We share responsibility for “invisible work,” so it doesn’t fall to the same people.
• We treat community involvement as part of the job, encouraging planners and staff to be visible, helpful, and relationship-oriented in the communities we choose, while proactively looking for opportunities to provide pro-bono help and supporting one another in delivering it responsibly and professionally.

External

• We volunteer no less than 100 hours per year with nonprofit organizations and show up consistently in the community.
• We provide pro-bono assistance to nonprofits and low-income individuals where appropriate and impactful.
• We participate actively in our community as members, friends, and planners, because we believe our work should serve the public good

ACCOUNTABILITY

Fee-Only Fiduciary service means taking ownership for the work we do and the results we’re responsible for accomplishing.

Internal

• We hold ourselves to high standards through shared ownership of quality, ensuring clear accountability and clean handoffs with defined expectations and shared context for seamless execution.
• We surface problems early, review progress regularly, and correct course quickly.
• We take ownership of all outcomes by addressing mistakes, resolving them efficiently, and improving the process going forward, while also recognizing and reinforcing exceptional work that sets our standards.

External

• We regularly review both progress and challenges within a client’s financial plan.
• We proactively take responsibility for errors and communicate clearly while resolving them.
• We refer clients to trusted professionals when conflicts of interest cannot be managed appropriately.

WE GROW OUR OWN

We view one of our greatest contributions to the public good as being that of a “teaching hospital” model, in which we emphasize the professional development and education of both our team and the public. In that light, we emphasize hiring new and entry level roles and developing talent locally.

Internal

• We hire and design entry-level roles to provide real professional experiences client service, planning support, and analysis—rather than sales-first or low-quality early career work.
• We provide a structured pathway from entry-level roles into licensure and increasing responsibility, with clear expectations tied to defined career tiers.
• We invest directly in development by supporting education, licensure, and professional designations, while actively teaching and mentoring through peer shadowing, “teach-backs,” and shared learning (wins, lessons, and tools) so knowledge isn’t siloed or left to individuals to “figure out” alone.

External

• Clients work with a firm that deliberately builds skilled planners, not product- pushers, so advice is grounded in competence, planning expertise, and service.
• Our community benefits from a firm that invests in the long-term health of the profession by creating legitimate entry points and developing capable practitioners, even as automation reduces traditional junior roles.
• By developing talent internally through clear roles and progression, we provide continuity and depth of service for clients over the long term.