First Pacific Financial

How do you help an advising firm maintain a people focused approach to finances?

How do you help an advising firm maintain a people focused approach to finances?

We partner with First Pacific Financial to foster a culture of teamwork so that people always come first.

Team Optimization

Team Support


We’re proud to call the First Pacific Financial team long time partners and friends. Their methodology is to help their clients align their finances with their values. Because of this values-driven approach, we sought them out as one of our earliest clients, sensing that the team strategy we could offer would only enhance their mission. They took us up on our offer and it was time to put our expertise to the test.


Over the last five years we’ve used the Kolbe and PRINT frameworks to highlight each team member’s unique energy and motivations. We seek to empower every person in doing things in a way that works best for them, while also coaching the whole team on who to seamlessly work together amidst differences. Our approach to depersonalizing these dissimilarities give the First Pacific Financial team a shared language for teaming and a roadmap for authenticity in the workplace. We’ve loved watching their team become fully invested in championing these principles and watching their clients reap the benefits of a healthy, whole-person approach.

About First Pacific Financial

Total wealth management to integrate your short-term financial needs with your lifelong goals to create a cohesive financial life. Your money should allow you to focus on what you genuinely want to do; First Pacific Financial takes care of the rest.


Team OptimizationTeam Support


Clare WillsonMarina Baker
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