Expectations

Great Expectations

In the ongoing process of supporting our client relationships, we often talk about “setting expectations.” We frame this in various ways, such as type and frequency of communications, timelines for responding to inquiries, paperwork, meeting schedules, etc. However, the most enjoyable and productive client relationships – and the happiest clients – seem to embody four

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Award

2015 P. Kemp Fain, Jr., Award

Since 1993, the Financial Planning Association (FPA) annually bestows the P. Kemp Fain, Jr. Award to an individual who upholds the FPA’s Core Values of competence, integrity, relationships, and stewardship, and has made remarkable contributions to the profession of financial planning in the areas of service to society, academia, government and professional activities. The award

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