Delano Financial Management Mission Statement
To guide our clients toward the achievement of their financial goals through a life-
long relationship based on client-centered needs through extensive listening, a
meaningful understanding of our client's values, to collaborate with client on a
comfortable and reasonable plan of action, and ongoing review and communication.
Delano Financial Management Vision Statement
To be our clients' trusted and valued advisor, and team leader when seeking
guidance toward the achievement of their financial goals.
