Off to the Races!
Our office has been open for eight weeks now, and I am super happy to say we’ve had some new clients come in for initial meetings for the first time in months. People are coming out of their shelters and are comfortable sitting on opposite ends of our conference table at a proper social distance. It’s been great to have people in, and a big thank you to those who have taken us up on our invitation to refer your friends, family and colleagues to our team. And if you haven’t yet, please do. There’s a lot we can do to help out during these confusing times, and our team has the capacity for more investment and planning clients.
