Who are your financial team members? Do you work with a CPA? An estate planning attorney? A Certified Financial Planner™ professional? An elder care professional? An insurance professional?
Very few actually work routinely with each of these. And, even if they do work with these experts the question is, do they function as a team or simply work separately in their silos on their isolated pieces of your financial puzzle?
We believe our clients each need a compressive financial team: each member an expert in their own area that collaborate together to achieve your specific goals for your financial success. It’s one way to ‘avoid cookie cutter’ solutions to complex financial issues.
As Certified Financial Planner™ professionals, we are trained in all areas of personal finance. But, just as many doctors do, we specialize in one area, wealth management. Yet comprehensive planning requires all the pieces of your financial puzzle to be closely fit together.
To bring this approach about in serving clients’ best interests, we collaborate with whomever clients already have working relationships. And where they don’t, we assist in assembling the right experts for their team. So, either way a working team is built around each client, all pulling together to serve and support their best interests.
Imagine the sense of confidence you’ll experience knowing you have a team of experts, all consulting together for your financial well-being as life unfolds and your circumstances change. It’s critical to have a team. So, if you don’t have one, we’ll help you assemble one just for you. And if you do have one, we’ll work hard to ensure everyone is working together ‘for all its’ worth’!