Our goal is to foster the growth of financial security among our clients, friends and their families. At Focus, we strive to educate those around us about personal finance, which we believe leads to sound financial stewardship.
Our door is always open to family members and friends of our clients to meet with us, either by phone or in person, to discuss any financial concerns or for a primer on financial literacy.
Focus advisors publish articles regularly in the financial press – see our Financial Planning and Practice Management articles on MorningstarAdvisor and other industry publications including Horsesmouth.com.
The Financial Planning Association of the National Capital Area (FPANCA) offers educational programming, networking opportunities and pro bono financial planning throughout the DC metropolitan area.
Helen Modly is Chair of the Board of Directors for 2015, and served as President of the Organization in 2014.
Tommie Monez has chaired the Programs Committee in 2014 and 2015, and has served on the Board in a variety of roles.
Ben Brown is a member of NexGen, the Financial Planning Association’s group for advisors under 36, and Genesis, the young advisors group of the National Association of Personal Financial Advisors (NAPFA).
We are sponsors of the George Mason University Women in Business initiative, which strives to increase the involvement of women in our local business community. Helen Modly serves on their Board of Directors.
We always welcome the opportunity to meet with students and speak with youth groups. Two of our advisors presented recently at a meeting of the Financial Planning Association at Virginia Tech.
Focus has supported the Cherry Blossom Breast Cancer Foundation for 8 years as a sponsor for their annual walk. Cherry Blossom was founded in 2007 by Sandra Atkins and her husband, both of whom are still on the Board of Directors. The organization has raised over $600,000 to support women living with breast cancer in our local community and to provide seed money for breast cancer research.