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Our Core Values

Every Journey is Unique, and We Believe Yours is Something to  Get Excited About!

For more than 25 years, we’ve helped hundreds of clients find financial clarity. Our team has decades of experience that they use to support you. However, what truly sets us apart are our values.

We are truly excited to help you.

Values are just words on a page until we live them out in our thoughts and actions. We work hard to build a culture at Turning Point Financial which serves your interests with genuine enthusiasm and concern.

  • Part of that comes from the people we hire who naturally embody the values below.
  • The other part is discipline. Nobody can fully embody these values 100% of the time, but we hold one another accountable and commit to growth.

Each quarter our entire team, including our founders, focuses on one of these values together to constantly renew our commitment to them.

All of this effort is driven by a belief that we find greater joy in our work and our lives by putting you first. Financial Services are never just about money. They’re about hopes, dreams, security, and meeting needs.

We’re invested in your success not just with money, but in life, and so we “spend” as much of our time and talent as we can to support you.

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Our Core Values


We find more joy in giving than receiving.

Humility is a much stronger concept than it gets credit for. It’s not about meekness or submission. It’s about a fierce commitment to service. We seek the best for others rather than seeking the best for ourselves, and we find that doing so actually produces the greatest rewards in relationships and joy.


We do the right thing, even when it’s hard.

Integrity means we do the right thing – even when nobody is looking and especially when that thing is the harder choice. You’ll know you’re being served by a team where integrity is always a greater prize than financial gain.


Whatever it takes, our team never gives up.

We give more than what’s required by always going the “2nd Mile” for you. We believe that winners aren’t people who never fail, they’re people who never give up, and we are determined to win victories for your financial future.


We seek to see things from your perspective.

Here’s how we see it. Empathy is walking a mile in somebody else’s shoes while sympathy is just being sorry their feet hurt. We can only know where you’re coming from if we try to see things from your perspective. The only way to do that is for us to ask questions and LISTEN carefully.


We work hard for your success because it matters.

Our staff members are ORDINARY people who have EXTRAORDINARY DETERMINATION and DRIVE to see you succeed. We aren’t afraid of hard work and hustle, and we find great dignity in a hard day’s work spent on your behalf.

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