Guiding Principles

At Mesa Rock Financial, we take great care in formulating our company’s guiding principles. We want our clients to have confidence that our company operates with integrity and fairness; that we hold honesty and accountability as essential foundations; that we believe we are here for the service of our clients first and foremost; and that we will strive for excellence in all we do. To that end, we wish to define those principles, as they pertain to our company, in such a definitive way that they will be a constant reminder to our clients and our staff and that we will adhere to these core values with the strictest standard.

1. Integrity-“the quality or state of being of sound moral principle; uprightness and sincerity.” (Webster) That means we will conduct our business with a high moral standard. We will NEVER do anything that might diminish our reliability with respect to the principles governing our conduct.

2. Fairness – “adherence to a standard of rightness or lawfulness without reference to ones own inclinations” (Webster) We aim for this standard. In guiding our staff we strive for absolute rightness in all things.

3. Honesty – “a being truthful, trustworthy or upright.” (Webster) Our word as a company can be trusted because honesty is what we build our foundation on.

4. Accountability – “the condition of being accountable, liable, or responsible.” (Webster) We take this upon ourselves because we feel it builds a strong company. A company that is not responsible for its actions soon finds its end. We are here for our clients and we take seriously any decision we make because we take seriously our responsibility for those actions.

5. Service – “work done or duty performed for another or others.” (Webster) That is exactly why we do business. We serve our clients. In that, we find accountability, honesty, integrity and fairness all wrapped up. If we don’t hold these things as valuable, we are not serving our clients. We are only serving ourselves and that is not acceptable.

6. Excellence – “the fact or condition of excelling; superiority; surpassing goodness, merit, etc.” (Webster) This is what we strive for…everyday…in all things. Whether it be something small that seems unimportant (if it is important to our client, it’s important to us); or whether it be something large that affects everyone; we will make it our responsibility to satisfy, to conduct our business to the highest standard and to ALWAYS strive for this type of “superiority”. This excellence is for us an objective that we will not just aim for – we will reach it.