Our mission is to protect the vulnerable by providing compassionate and fully accountable fiduciary services.

The following principles guide our actions and enable us to fulfill our mission statement:

• We strive to be available whenever you need us.
• Your problems are our problems - we won't rest until we have the right solution for you.
• We maintain an interest in, and advocacy for, your welfare.
• We diligently and wisely work with trusted professional specialists to manage your assets.

• We visit you and listen to you.
• We encourage you to participate in the solution—at whatever level you can.
• We exercise vigilance in order to protect you and your assets—from financial, physical and emotional danger.

• Susan K. Fox, as the licensed professional fiduciary, maintains a personal involvement in your case.
• We work with you to be sure that we understand your individual needs.
• We support your staying connected to a meaningful life.
• We continue your working relationship with your long-serving professional providers whenever possible.