Moneycraft . . . Trustworthy, Efficient, Empowering

The Cornerstone.
The Client's Interests are Paramount
At Moneycraft, the client relationship creates a fiduciary obligation: we have a duty to base our counsel solely on what we believe to be best for the client. That's why our only business is to provide objective financial guidance, and our only source of revenue is the fees we charge clients for this service. Although sound financial advice can be obtained from many sources, it is far too easy for an individual to go wrong when he or she is dependent on the advice of someone whose income depends on the sale of a product or specific service.

The Underlying Theme.
Strive for Simplicity and Efficiency
It is an inescapable fact that personal finance is a vast, highly complex field. But at Moneycraft, our insight is that the complexity is reducible to understandable concepts and choices. And that's what we do: identify the basic principles at work underneath all the clutter, so you know not just what course of action makes sense, but why.

Equally important is our goal of achieving these aims with minimal demands on our clients' time and money. We decided early on that we wanted to distinguish Moneycraft by its ability to provide valuable services at a notably low cost to its clients. To deliver on our high-value/low-cost goal, we must limit ourselves to business practices that afford a high degree of efficiency. An important example of this is the reliance on e-mail and our web site in communicating with clients.

The Goal.
Clients Should Control Their Own Finances
We firmly believe that the person best equipped to take care of your finances is you! Challenging projects become easy when the proper resources are there—our role is to be the resource you need to gain and maintain control of your finances. We will guide you every step of the way, and provide you with all the assistance you need—but we won't take over. YOU control the pace and the process. This is why our clients get a double benefit: they get their financial affairs in order, but they derive the additional satisfaction—and security—of having achieved their financial goals through their own efforts.

Please note: Moneycraft is not the best choice for individuals who require intensive ongoing in-person or unscheduled telephone access to their financial advisor.


Find out about our fair and cost-effective pricing. >>> Go to Cost of Our Services