Endlessly Proactive
“Every time we meet with them, more things are being checked off the list. That gives us a sense of accomplishment. It’s a great feeling!”
CGF Client
(unpaid testimonial, 12/18/20)
Our Pledge to You
Beyond the Balance Sheet
We frequently hear that what clients value most about us is intangible. They value the way we help them envision what they’ve never thought of before, by:
- Presenting information in a way they can readily understand
- Being fanatical about preparation before we meet with them
- Having the wisdom to listen more than we speak
- Being easy to reach on the phone!
None of this is by mistake.
In fact, we’ve tailored our whole business around these values. We ensure our clients’ financial lives are so organized that we are their first call if a life event happens.
Let's talk possibilities!
The Colton Groome Pledge
We make this promise to you.
Roll over these core values to see how we serve our clients.
Possibilities
"They helped us explore and articulate our goals. They have made us much more forward thinking than we would have been on our own."
~ CGF Client (unpaid testimonial, 12/18/20)
Perspective
"You've been a terrific 'mediator' to help us understand how differently we each approach risk. By helping us see that, our risk tolerance has shifted and we get along better."
~ CGF Client (unpaid testimonial, 12/18/20)
Organization
"Now we can go to our custom website and see exactly where we stand, with everything live on one page. We never could have done that on our own."
~ CGF Client (unpaid testimonial, 12/18/20)
Wisdom
"This is what I've been missing my whole life - people wise enough I can use as a sounding board for my ideas about my financial life."
~ CGF Client (unpaid testimonial, 12/22/20)
Readiness
"You helped us increase cashflow rather than always reinvesting like we had for 40 years. It's allowed us to travel more and has really changed our lifestyle for the better."
~ CGF Client (unpaid testimonial, 12/15/20)
Follow-through
"They didn't rest once they landed us as clients. We like that they continue to look for new ways to improve our situation, that they aren't just sitting on our assets to earn fees."
~ CGF Client (unpaid testimonial, 12/18/20)
Reliance
"These are the people I want advising my family if I'm not around, so they don't struggle with uncertainty about making the right decisions."
~ CGF Client (unpaid testimonial, 12/22/20)
Click through these core values to see how we serve our clients.
EMPTY - DO NOTE DELETE!
Possibilities
Our conversations are designed to expand your thinking. You will gain knowledge, be fully equipped to conquer the unknowns, and see your financial world in a new light.
“They helped us explore and articulate our goals. They have made us much more forward thinking than we would have been on our own.”
~ CGF Client (unpaid testimonial, 12/18/20)
Perspective
We share insights to help you avoid financial decisions based on emotion. Couples may even experience a new financial peace in their household.
“You’ve been a terrific ‘mediator’ to help us understand how differently we each approach risk. By helping us see that, our risk tolerance has shifted and we get along better.”
~ CGF Client (unpaid testimonial, 12/18/20)
Organization
We will help you organize and master your financial life.
“Now we can go to our custom website and see exactly where we stand, with everything live on one page. We never could have done that on our own.”
~ CGF Client (unpaid testimonial, 12/18/20)
Wisdom
You will gain specific knowledge to help you succeed on your individual path.
“This is what I’ve been missing my whole life – people wise enough I can use as a sounding board for my ideas about my financial life.”
~ CGF Client (unpaid testimonial, 12/22/20)
Readiness
We ensure you are proactive in anticipating key transitions in your life.
“You helped us increase cashflow rather than always reinvesting like we had for 40 years. It’s allowed us to travel more and has really changed our lifestyle for the better.”
~ CGF Client (unpaid testimonial, 12/15/20)
Follow-through
We help you keep your financial commitments so your plans succeed. Then we continue to follow through, staying in contact to help you check off each step you’ve decided to take.
“They didn’t rest once they landed us as clients. We like that they continue to look for new ways to improve our situation, that they aren’t just sitting on our assets to earn fees.”
~ CGF Client (unpaid testimonial, 12/18/20)
Reliance
As you lean into and trust our partnership, you will gain the peace of mind that comes with true prosperity.
“These are the people I want advising my family if I’m not around, so they don’t struggle with uncertainty about making the right decisions.”
~ CGF Client (unpaid testimonial, 12/22/20)
Now that you know how we work,
Let's Talk Possibilities
An initial consult will answer your questions and help us both assess a mutual good fit for your needs.