Our Company Culture

We give all of our clients the freedom to design their best life.

Our Company Culture

We give all of our clients the freedom to design their best life.

Our core values are simple. Integrity, service and growth allow us to cover every aspect of trust building and exceptional financial planning so you know you’re in good hands.

Our core values are simple. Integrity, service and growth allow us to cover every aspect of trust building and exceptional financial planning so you know you’re in good hands.

Integrity

Transparency

100% transparency and honesty with all stakeholders. Transparency and honesty can hurt but we can’t truly serve our clients with integrity if we are not honest and transparent both internally and externally.

Ownership

Practice extreme ownership, no exception. We are always responsible for everything action and communication. There will never be a time that it is accepted to pass the blame to a teammate or client.

 

Discipline

Discipline equals freedom. We will be disciplined in our thought, processes, and actions. This discipline will allow us the opportunity to realize our goals as individuals and an organization. Goals we couldn’t imagine without discipline.

 

Data

 Data is our lifeblood, we will ensure all data is accurate and secure, always. Data is by far our most valuable external input. We will take great care in collecting, storing, and transmitting data, without exception.

 

Service

Work

We do the work. We will always take the time and do the work that needs to be done. That is what stakeholders expect of us and what we promise them when we accept them into the family.

 

Purpose

Everything we do must be done with and for a purpose. No matter the task, it is vital to the ensure the clients and teams goals are met. As such, everything we do will be given the respect it deserves, and the results will speak volumes.

 

 

Discipline

We will only work with ideal clients. Carefully selecting the clients we welcome into our family is of utmost importance. Our ability to serve our clients to the fullest is directly impacted by a clients fit with our unique offering. If someone is identified as not being ideal after a period of six months, we will have a candid conversation with them to ensure the engagement is mutually beneficial.

 

Growth

Knowledge

Knowledge is at the heart of everything we are as an organization, if we are not learning and teaching, we are failing. If data is our lifeblood, knowledge is our heart. Without our unique knowledge and experience we can’t interpret the data into useful information and recommendations. It is for that reason that everyone on the team is required to expand their mind, continuously.

 

Results

Slow is steady, steady is fast. We all know the tortoise beats the hare in the fable. The same holds true in life. To build Imperial into an enduring great company we will do so sustainably. That means staying true to our hedgehog concept and 20-mile march. Although we may review results on a quarterly basis, we will not measure the suspect of the team quarter by quarter. Instead, we will maintain a longer time horizon to achieve our BHAG.

 

 

Time

Time is the most precious resource. For clients, the result of our service is time. Time, they didn’t have before that they can use how they see fit. As a result, we place a high value on time as it drives the growth of our business. As a direct input, our time generates revenue for the company. The growth also affords everyone extra time to spend with family and friends.

 

Ready to start achieving your financial vision?

Reach out to our team and we will get started on building your future, perfectly designed for you.