Part of simplifying your financial life is to coordinate all the other professionals in your life. We collaborate with your attorneys, accountants, insurance representatives, and others.
Since we intentionally keep our client base small, we are able to attend meetings with you, gather information on your behalf, and convey the information into clean language that relates back to your goals.
If necessary, we can introduce you to other specialists with whom we have experience. By being in practice for over 10 years, we have robust relationships with other professionals in a vast array of specialties.
Working with other experts allows us to stay on top of developments in all areas, leading to simplification for you. By working with your other professionals, our goal is to make your interactions with them smoother and more effective.