Why have a single advisory firm reporting to you?

Consider the following concepts when deciding whether you should work with a flat fee advisor in a comprehensive planning office or deal with individuals in different areas of focus who do not talk to each other. Which way would provide a more comprehensive, organized and simplified financial plan for you and your family?

The Board deals with the CEO

As a successful person, you need a team of subject matter experts to ensure you attain the highest probability of achieving your goals.

Someone needs to manage this team, and that's where I come in. I'm going to make sure your advisors - accountants, money managers, planners, attorneys, and insurance agents are working together in harmony to get you the best advice possible. This saves you a lot of time and aggravation. Since you won't have to deal with multiple people. I'll work with them, holding them accountable to give you the best advice possible while holding you accountable to implement that advice.

The board has a CEO and doesn't deal with many people. They deal with only one person - the CEO. I will be your financial CEO.

Coordination

Currently your attorneys, planners, money managers, insurance agents, and accountants don’t have an impartial leader and aren’t working together in synergy and in harmony for your benefit. You’ll be much better off when they are.

Have you ever sat down in a meeting with all your money manager experts, accountants, financial planners, attorneys, insurance agents, etc and marveled as you watched these people effectively work together to provide you with the best possible advice? Most people can't because their "team” of advisors doesn't work together at all.

Can you imagine how better off you'd be if they did?

Isn't that interesting? You're paying tens of thousands of dollars a year to various advisors (accountants, money managers, planners, attorneys, etc.), and they're not even talking to each other? When you become a client of ours, that will change. They will be coordinated effectively so that you get the best advice possible.

What do you think of that idea?

Consolidation

You know you have many more accounts with more institutions than necessary to accomplish your goals. And there’s likely no single piece of paper containing information from all your assets or insurance policies, as well as no single document illustrating what you want to have happen after you're gone.

Your life will be much better off once you consolidate. We will help you do this.

Comprehensiveness

To put this politely, there are likely holes in your financial house that you could drive a truck through. It's simply by luck, or the grace of God, that something bad hasn't happened that turns one of these holes into a big problem. 

There’s much more to be done to get your entire financial house in perfect order. It's my estimate that more than half of these issues aren’t being addressed by your current financial advisors.

Your life will be much better with truly comprehensive financial planning. Our team will help make sure that happens and report to you.

Simplification

There’s a "premium for simplification." As a result of working with us, you’ll have one person as the leader of your team coordinating a comprehensive and consolidated organization of your financial affairs, making your life simpler.

You’ll be able to focus your time on things that are more important to you than worrying about money, and you’ll bring more meaning to your life. Even more importantly, if anything happens to you, you’ll know the people you care about most won't be stressed out or left to figure things out, or frustrated trying to figure out your unique way of handling your financial affairs.

Do you like the idea of your life becoming much simpler?

"When you talk to clients and you look at the research and you study the data and you really dig into what the client seems to value the most about an effective relationship with a Trusted Advisor - it's the fact that it saves them time"

~Mark Little, trainer to financial advisors

Accountability

Finally, one of the benefits of working with us is that you will get more accountability. Accountability is twofold. First, we hold the experts accountable to get the best advice to get and keep your financial house in order. Then we hold you accountable to do your part.

Right now, your current financial advisors might be ‘kissing your behind’ to keep your business rather than telling you the truth and holding you accountable to get the job done. Your life will be much better when someone is holding you and your advisers accountable. Are you willing to be accountable for actually implementing everything needed to be done to actualize the things on your Financial Roadmap(R)?

Do you like the idea of a clear visual of the planning process and simplified action steps to accomplish what’s important to you?

If you found yourself nodding a bit, and like the sound of having a high-level team of advisors that are, accountable to you, working together for you, and helping to make sure you achieve your goals, let’s continue the conversation.