Trim Tabbing

Small, Focused Actions Creating Large Changes

In today's complex economic environment, it is not only difficult, but also risky to make financial decisions in a vacuum. A sound strategy, whether for personal or business planning, requires integrated decisions that work in tandem to optimize their benefits and value. This requires a financial advocate with the knowledge and insight to work within the broad spectrum of financial services.

Utilizing the Power of Context Solution, our financial professionals offer clients fresh insights and new ideas, as well as a perspective and context within which they can make financial decisions with confidence. We are committed to an intelligent and thorough review of all facets of clients' financial needs in order to develop cost-effective options to help their objectives. Integral to the Power of Context Solution is the belief that small, focused actions create the large changes that help us reach our goals. In describing this principle we often use the Trim Tab metaphor.

The Trim Tab metaphor exemplifies how relatively small behaviors allow far reaching impacts in our greater environment. On the wings of jet airplanes and on the rudder of prodigious ocean-going vessels is a device known as a trim tab. On a large ocean liner, for example, the job of the rudder is to turn the ship. However, the amount of water passing by the rudder generates hundreds of thousands of pounds of pressure, causing the ship to become virtually impossible to turn. The trim tab serves as a small rudder for the rudder. With very little effort the trim tab exerts extraordinary leverage as it turns the ship's large rudder, which then, eventually turns the whole ship in the preferred direction. In this way a small action, properly focused, can have a much greater impact on the overall system.