Culture & Values
Financial planning is personal. So is the way we do business.
At Leverage Planners, our culture is more than a set of principles—it’s how we show up every day, for each other and for our clients. We’ve built a company rooted in clarity, ownership, and meaningful results—for both our clients and our team. Our mission is to help reduce financial anxiety and replace it with greater clarity and peace of mind. That starts with how we think and how we work. We take action, speak with purpose, and put people first—inside our walls and in every client interaction. What follows is a look into the values that shape our decisions, define our service, and guide how we succeed together.
What makes Leverage Planners different?
We help eliminate financial anxiety and bring greater clarity to your financial life. While most financial firms focus on transactions, we focus on structure, transparency, and peace of mind. Our approach isn’t just about managing money—it’s about creating a planning experience that helps clients feel more informed, secure, and in control of their future.
What is your mission?
Our Dharma—our guiding mission—is to reduce financial anxiety and help people make informed, thoughtful decisions about their future. We believe that with the right structure, education, and ongoing guidance, individuals and families can pursue financial clarity not just for themselves, but for future generations. When that clarity becomes the norm, our Dharma will be fulfilled.
How do you work as a team?
We take action. Ideas are essential, but it’s follow-through that drives results. At Leverage Planners, we value accountability, momentum, and shared ownership. If something needs doing, we step up and get it done—together.
What kind of thinking drives your company?
We prioritize first-principles thinking. That means solving financial challenges from the ground up—guided by foundational truths and individual client needs, not by industry trends or conventional assumptions. Our goal is to deliver strategies that make sense, not just follow the crowd.
What does “client-focused” really mean at Leverage Planners?
It means every decision we make—whether in planning, communication, or operations—is centered around what serves the client best. We measure our success by the clarity, trust, and long-term value we help create in each client’s financial life. That responsibility shapes everything we do.
How do you create impact for clients?
Every client interaction is an opportunity to create clarity and connection. Financial planning is more than just numbers—it’s about helping clients feel informed, supported, and secure in their decisions. That’s the kind of impact that lasts.
What is your approach to change and innovation?
We’re adaptable by design. If something’s not working, we improve it. We test, learn, and refine continuously—because better outcomes come from staying flexible, not standing still.
How do you hold yourselves accountable?
We believe trust is built through transparency and follow-through. Each team member takes full ownership of their responsibilities and the outcomes they influence—because accountability is the foundation of every great client relationship.
What is the communication style at Leverage Planners?
Clear. Respectful. Purpose-driven.
At Leverage Planners, we believe communication should move things forward—not create confusion or friction. That’s why we prioritize:
Straightforward, honest conversations — no jargon, no spin
Active listening and thoughtful responses — so everyone feels heard and understood
Extreme respect — for our clients, our colleagues, and our partners
We challenge ideas, not people. Open dialogue is encouraged, because the best outcomes come from clear minds working together.
Want to Know What It’s Like to Work With Us?
Here’s what we believe:
✔️ Ownership over blame
✔️ Clarity over confusion
✔️ People over process
✔️ Action over ego
Interested in joining our team?
Thinking about becoming a client?
No pressure. No sales. Just real conversation.
Learn More About Us:
Want to be part of something bigger? Let’s talk.
If you’re looking for a team that values ownership, moves with purpose, and builds real impact—you might have just found your place.
See Careers Meet the Team