Blan Inc. Mission, Vision & Values
Blan Inc. Mission Statement
Blan Inc. was founded in 2003 as a holding company and has evolved over time. We provide fee-only financial planning and investment management services to select clients looking to improve their Financial State of AwarenessSM. Blan Inc. is a next generation RIA with expansion into Digital Wealth Management. Digital Wealth Management will ultimately re-shape the RIA landscape and provide meaningful information to clients in real-time, via smart devices.
Blan Inc. Vision Statement
At Blan Inc. we become your coach and trusted partner for life’s success. With deep roots in business, behavioral finance and contrarian theory we apply different metrics to your previous approach to savings, spending, waste management, retirement planning and set a course for a New Vision coined the State of AwarenessSM.
Blan Inc. Values
Blan Inc. Employee Alignment
Comparably data clearly shows that a focused mission statement and cohesive core company values are vital to maintaining employee alignment.
