Who We Are Mission and Values An organization’s mission defines its purpose. Planned Solution's mission is: “To enrich our client’s lives.” Roy Disney said: “Decisions are easy when values are clear.” Our core values are: • We will put our client’s best interests first. We will make business, investment, and financial decisions based on what we believe to be in our client’s best interests. • We will encourage professional development and self-improvement. In order to serve others effectively, we must first look inward and take steps to be the best we can be professionally, personally, and as members of our communities. • Our primary purpose as a firm is to serve others. We will strive to meet our client’s financial needs, uncover additional service opportunities, and seek out others who may also benefit from our services. • We will treat others with respect and communicate openly and honestly. We will foster an atmosphere of trust-building, teamwork, and fun. A strategic vision describes the route the company intends to take in developing and strengthening its business. Our strategic vision is: To grow the company to become a regional leader in financial planning and investment management services while maintaining strong client relationships and high ethical standards.