Timeline — 1978 to 2018
1978
Stanford Research Institute (SRI) Conference on Becoming a Trusted Financial Advisor establishes the concept of comprehensive personal financial planning for high net worth individual investors
Winter 1980
The Financial Collaborative established (now named TFC Financial Management)
Early 1980s
TFC develops spreadsheets to model personal financial information and derive strategies to achieve high net worth personal goals
1986
Financial Planning Magazine hails TFC as “a Merger of Mavens”
1987
Applied Expert Systems (Apex) employs TFC's approach as the logic structure for PlanPower, an AI-based system
1988
Investing with The Multi-Asset Class Model [Joslin, Wegner] published by Bureau of National Affairs (BNA)
1993
Renée Kwok Joins TFC
2009
TFC hosts Behavioral Finance experts at client presentations and receptions
2013
TFC sponsors Jack Bogle’s presentation of The Clash of the Cultures to the Boston Society of Security Analysts at the Avery Street Ritz Carlton
2018
TFC launches its Charitable Foundation
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