PAPILLON FINANCIAL

JUST WHEN THE CATERPILLAR THOUGHT THE WORLD WAS OVER, IT BECAME A BUTTERFLY.

We take a goals-based investment approach to meet our clients' short and long-term objectives.

Our primary focus is to analyze portfolios and make investment choices aimed at providing sustainable growth.  We understand that each client is different; therefore we personalize investment strategies to meet individual objectives.

Using fundamental analysis tools, we manage risk and implement strategies to build return within portfolios. We schedule regular client reviews, which allow us to continually assess investment objectives and ensure that the strategies we have implemented are still relevant to your changing life.

Open communication is a high priority, and we maintain a standard of open communication with our clients in all aspects of managing their portfolios; from our strategy to our fee structure.

There are no hidden fees tied into our practice. We encourage questions, and your active input as we build your financial outlook. Together we can make a change in how you view your financial world!

We have chosen the butterfly because of its symbol of change, and change is something every individual experiences.

We care about the lives of the people we work with, and have built a practice that incorporates education on the essentials of wealth building.

At Papillon, we believe that a healthy financial portfolio can support you through many elements of change throughout your life, and we are dedicated to helping you build wealth as life changes.

 
 

OUR CORE VALUES

 

INTEGRITY

Trust is essential when building relationships with our clients.

Therefore, we make it our priority to use the highest quality systems to ensure the confidentiality of all client information.

We take our fiduciary responsibility seriously, and make the needs of our clients our priority in all our business transactions.

STRENGTH

Our practice was founded on the principle of helping you to take action by building strong financial plans. 

Creating strong, personalized investment portfolios is what we do best and we believe that strength breed’s success.

Therefore, we bring nothing less than our best to the table!

EXCELENCE

 We stand by our mission to provide excellent customer service in a professional environment.

We work hard to understand you and the qualities that make you unique.

In each new relationship, we set clear expectations, and follow through on tasks to ensure we meet your needs.

 

 

OUR INVESTMENT PHILOSOPHY

 We believe that a healthy financial portfolio can support you through many elements of change throughout your life, and we are dedicated to helping you build wealth as life changes.

What's Your Money Mindset?

Begin your journey toward financial success!

 

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We have developed an exciting way to help you relate more effectively with your money!

Our six week financial coaching intensive combines a scientific temperament tool, Personality Dimensions® with sound wealth management strategies & education! This intensive is executed through a combination of live and online sessions.

Each week is specifically designed to teach you how to look at your financial landscape, and strategically organize it to meet your goals.