In 2001 we added comprehensive financial planning to our menu, with the intent on serving a finite number of families with a deep level of planning they need and deserve.
Our practice is about 60% to our goal, in terms of the number of people we feel we can serve effectively. Our momentum the last few years has accelerated significantly. At this rate, we can begin to see the day approaching where we will need and want to stop accepting new clients. Between now and that point, we much prefer to establish relationships with the friends and colleagues of our existing clients. We enjoy working with you, and are sure we’d enjoy working with people you like and admire.