FinancialService Coordination

Protecting Your Most Valuable Asset: Your Time

We provide the necessary resources so you can focus less on financial planning, freeing your time to pursue what matters to you most.

Serving as your main point of contact for financial planning, we offer:

• Creating and maintaining a comprehensive financial plan
• Organizing and consolidating of financial information
• Coordination of outside advisors
• Integration of estate planning, insurance planning, and tax planning
• Facilitating introductions to new advisors upon request (e.g., attorneys, accountants, mortgage brokers, and insurance brokers)
• Online client portal for wealth account aggregation