To maintain the capacity to provide the best possible service to my clients, while still having time to enjoy a life outside of this practice, I have made the decision to limit myself to 100 client households. Due to the high demand for flat-fee advice & investment management, I anticipate reaching this limitation soon. Once this occurs, a waiting list will be implemented, and new prospective client households will be contacted on a first-come first-serve basis as new capacity becomes available or referred elsewhere.