Requirements

As much as we would like to help anyone who requests our services, the reality is that to do so would be tantamount to lowering our service standard for our existing clients. In order to maintain a high standard, we limit our practice to approximately one hundred client families per advisor.

In order for our financial advice to have significant impact, we must work with clients who have resources. Each of our advisors have sizeable minimum asset requirements.

But more important than assets, we require prospective clients to be serious about their financial future and to be willing to spend the time necessary to complete our financial planning process.