by Will Becker, AWMA/AIF
This week Paul and I took some time out of the office for our annual off-site Planning Meeting. Each November we take a full 1-2 days to celebrate successes, learn from frustrations, and set areas to focus on for the next year. At the risk of sounding like a broken record, we are full of gratitude for the privilege of working with our clients. Our mission is to make a...