All the proprietary information that comes to us in the course of designing and proposing to work for you, and all the proprietary information that comes to us in the course of our work, will remain inside the firm. While many of the documents you supply will be publicly available information, your treatment of publicly available information may be proprietary.

Over the years we have taken ourselves out of contention for planning retreats because of a planning engagement with a competitor within the last five years. We take our independence and your confidentiality seriously.