Our Statement of Vision and Purpose
Statement of Vision: To build a Wealth Management
business that is valued by clients as their most important asset,
contribute to the growth and development of the industry and the impact it
has on other professionals and the people it serves, build a trusted and
respected name, and become viewed by friends and family as a source of
Statement of Purpose: To enhance the economic
well-being and quality of life of the clients served. Honoring this
commitment allows us to earn their trust and endorsement, and become a
long-term friend and advisor.
Our Guiding Principles
we do is guided by a set of principles that define our character and
culture; they have been at the core of ASHVINI since its inception. These
enduring qualities are the shared convictions that we bring to our
professional and personal conduct – they are a fundamental strength
of our business.
are honest, ethical and straight-forward.
have respect and gratitude for everyone.
provide a superior experience for our clients by simplifying their
are solution-driven by working hard, smart and having an opinion.
communicate effectively and receive feedback with an open mind.
continually grow and develop to add greater value.
encourage and value an energetic and friendly environment.
give back to the community.
are referable in all we do.
C.B. Investment is acclaimed for its delivery of
independent, comprehensive fee-based financial planning. We are more than
advisors. We are partners—ready and able to help you define and achieve
your personal financial goals.
Our Four-Phase Process will help you
make wise choices on your journey toward personal wealth and happiness.
I - CLARITY
Looking clearly at your greatest challenges and opportunities
II - DECISION
Deciding which strategies best meet your short and long-term goals
III - ACTION
Implementing the strategies to achieve the desired results
IV - CONFIDENCE
Continually reviewing and refining actions to maximize planning over
We’re here to help determine what‘s truly important to
you—and help align your actions with your values to create real,