Hallett Company Core Values


At Hallett Financial, our core values provide a framework and foundation upon which we work and succeed together as an organization. We embrace these values to support our clients and teammates at every step along the way.


Do the Right Thing

At Hallett, we believe in finding the right solutions and doing what is best for our clients, teammates, and those we come in contact with. Our conduct speaks louder than words–we always do the right thing.

We are committed to building lasting relationships with our clients. This means we will always go above and beyond to serve them in a reliable and transparent manner. We keep our commitments, deliver on our promises, and always fix our mistakes. We are communicative and highly responsive. We never misrepresent. When approaching a sale, we take a professional consulting perspective, rather than a “just get the sale” point of view.

Accountability is a critical component to our business. We hold ourselves accountable to one another, our clients, and our vendors for the promises we deliver on. We take accountability seriously, as we know our personal reliability affect our teammates and clients. We work together to approach challenges with a spirit of cooperation when needed to deliver what another teammate has promised.

Doing the right thing also extends to our fellow team members. We value each other and are loyal in all that we do. When issues arise, we are courteous and direct in addressing the problem with the person or people involved. Our people are the essence and foundation of our company, and we believe they should always be treated as such. We realize that all of our actions have an impact on others. It is our commitment to be respectful, kind, open, approachable, trustworthy, and positive at all times.


Positive Mindset

At Hallett, we derive a positive sense of well-being, optimism, belonging, and purpose from being part of and contributing back to something larger than ourselves. We have a positive vision for our own lives and the lives of others around us.

Every challenge presents an opportunity. It is our commitment to look for productive solutions to situations, rather than just focusing on the problem at hand.

We understand that our internal state is what creates our external world. We strive to have a positive influence, creating harmony with our teammates and clients.

Positive communication is essential to building our company and our relationships. It is also essential in resolving our problems and differences. If we are too upset or do not have the authority to deal with a situation directly, we will ask for support from a colleague who can.

Positivity is a display of our attitude toward our work. Positivity is vital in both challenging and prosperous times. It’s a mindset that encourages and motivates… and it’s contagious!


Entrepreneurial Spirit

The ability to adapt is one of the greatest strengths of the entrepreneurial spirit. At Hallett, we are committed to being both flexible and adaptable in serving our clients.

We will strive to improve, refine, and customize our services to give customers what they want. We are innovators who bring together novel ideas in a way that impacts both our services and the marketplace, and as a result, we are continually evolving.

This requires an environment that inspires creativity, innovation, collaboration, and a knowing that great things are possible. We take pride in our culture of openness and a place where people feel safe to say what they need to say. We value those who actively seek out change, rather than waiting to adapt to change.

We are not shackled to a systemized process, even though we recognize it has its place. A systemized way of life offers security and protection, but entrepreneurship is a dream that becomes possible when we feel safe to pursue it.

At Hallett, our entrepreneurial spirit embraces critical questioning, agility, innovation, service, and continuous improvement. We take ownership and pride in our work and organization.



At Hallett, we continuously seek and encourage opportunities for growth in our personal, professional, and company lives.

We are collectively committed to providing the best business in the marketplace. Ongoing improvement is our access to staying on the leading edge in every area of our business. We look for opportunities to broaden our skills and perspectives, and we are open to new methods and ideas. We consistently strive to raise our individual and corporate levels of effectiveness.

Together, we are a forward-thinking, flexible organization built around quality people pursuing continuous improvements. Because of this, we willingly take on projects that stretch our potentials and challenge our beliefs.

We fulfill our potential by pursuing new knowledge and understanding, ability and confidence, poise and leadership. Growth is the vehicle which carries us to each new level of success.


Team Hallett

We are committed to creating an environment that is friendly, warm, and exciting–a place where all are viewed as unique people with irreplaceable experiences, points of view, knowledge, and opinions to contribute. Each team member is critical to the success of Team Hallett as a whole.

We strive to enable all members of our team. Our managers are both leaders and followers–oftentimes, the best ideas are made from the bottom up, by those who are on the front lines and closest to the issues and our clients. The role of a manager is to remove obstacles and enable the team to succeed.

Ownership is a critical component to Team Hallett. We value those who take initiative when challenges arise and own their responsibilities from start to finish to help our company succeed.

We also believe that harmony, celebration, acknowledgement, and fun are integral to a healthy, happy team.

At Hallett, we are more than just a team–we are a family. We challenge each other, stand up for each other, and hold each other accountable. We care about each other. We help each other.

And we’re working together to build something special. We are… Team Hallett.