The Leverage Planners Playbook

A Guide to How We Work, Think, and Succeed Together

At Leverage Planners, we do things differently—by design.

Our Dharma—our guiding mission—is clear:
We eliminate financial anxiety and empower people with confidence in their wealth.

Financial stress holds people back. We create clarity, security, and peace of mind so they can focus on what truly matters. When financial anxiety is a thing of the past and a lasting framework for financial well-being is established for the future, our Dharma will be fulfilled.

This Playbook isn’t just a set of rules—it’s a guide to who we are, how we work, and what we expect from ourselves and each other.

How We Work

We Take Action—Not Just Ideas

Success doesn’t happen by waiting. We take ownership, solve problems, and push forward. If something needs to be done, we do it.

We Communicate with Clarity and Respect

Straightforward, honest conversations.
Active listening and direct, respectful feedback.
Extreme respect for those we serve—clients, teammates, and partners.

We Challenge Assumptions and Think from First Principles

We don’t blindly follow tradition, trends, or mass opinion. We build solutions from fundamental truths and proven strategies.

We Create Peak Experiences

Every client interaction should be memorable and impactful. Financial planning isn’t just about numbers—it’s about creating confidence and security.

We Are Trustworthy and Accountable

Trust is earned and protected. We hold ourselves and each other to the highest standards of integrity, transparency, and responsibility.

We Move Fast and Adapt

Nothing is immune to change except our core values. We test, learn, and refine everything we do. If something isn’t working, we fix it fast.

We Are Relentlessly Client-Focused

Our success is measured by one thing: the results we create for our clients. Their trust drives our growth, and we take that responsibility seriously.

How We Operate

Ownership and Responsibility

We are each responsible for:

Understanding our role and how it fits into the big picture.
Proactively seeking clarity if something is unclear.
Taking full ownership of our work, results, and impact.

Collaboration and Communication

Open communication is key. We solve problems by talking directly to the right people—no unnecessary red tape.
Upstream, sideways, and downstream conversations. Problems go up, solutions go out, and appreciation goes everywhere.
Respectful debate is welcome. We challenge ideas, not people.

Efficiency and Resourcefulness

Time = Life = Money. We maximize impact by working smart.
Frugality without cutting corners. Every dollar spent should create measurable value.

Innovation and Risk-Taking

Test, optimize, and refine. Every process is up for improvement.
Failure isn’t a problem—stagnation is. If a test doesn’t work, we learn and adjust.

Trust and Loyalty

We support each other and assume best intentions.
We encourage independent thinking and problem-solving.

Security and Compliance

Data Protection and Cybersecurity

Everyone is responsible for keeping company and client data secure. That means:

Using company-approved password management tools.
Avoiding unsafe email links and attachments.
Reporting anything suspicious immediately.

Workplace Presence and Availability

Local employees work in-office to foster collaboration.
Remote team members must be available in real-time to contribute effectively.

Time Off and Work-Life Balance

If you’re sick, stay home, rest, and notify your manager as soon as possible.
Plan PTO in advance to ensure smooth workflow coverage.

What We Expect from You

We believe in:

Proactive problem-solving—don’t wait for someone else to fix things.
Extreme ownership—take responsibility for your work and results.
A high-energy, dynamic environment—we move fast and adapt quickly.
Collaboration and loyalty—we challenge each other to be better.
Efficiency and resourcefulness—we prioritize high-impact efforts.

We reject:

Bureaucracy, unnecessary meetings, and wasted time.
Excuses, blame, or waiting for permission to take action.
Division, negativity, or an “us vs. them” mindset.

Final Thoughts

At Leverage Planners, we believe in empowering people, solving meaningful problems, and creating lasting financial confidence.

This Playbook isn’t just a document—it’s a reflection of who we are and how we operate. If you align with these values, you’re in the right place.

Let’s build something great together.