What we expect

and...what might we expect?

With a focus on planning, process and priorities we expect to make a lifetime of positive contributions to our clients and their families.

We expect to work with clients who are a good "fit"  - it is mutual - are we a good fit for our clients and are our clients a good fit for us.

Why might that be important?  Well, in general, clients become friends and friends become clients. 

As in any long term relationship we are expecting to invest a lifetime of effort working with our clients to navigate all the uncertainty that lies ahead. 

That requires commitment and we believe that this commitment does mean doing the things we said we would do...long after the feelings in which we said them...are gone. 

We seek to attract, serve and work with clients who share similar values and understanding.