I contacted Capital Planning for financial planning and tax advice, and their founder Michael Miller thought I wasn't a good fit for their specialty. He proceeded to take 15 minutes (on the phone!!) to help me figure out which firm might work better for my unusual circumstances, which was very generous in my opinion. Not many people today, especially not top guys like Michael, understand that taking this time and action creates goodwill that pays off down the road. Most would just give you the brush off.
With this kind of action, I would feel confident that Michael would be making good decisions with my finances, and a few years down the road I will be contacting them again. read more