We recognize that your business, practice, or family has existing relationships with other professional advisors. To help ensure that your vision for the future is heard, we developed a collaborative approach called the Advisor Connection™.
The process creates clarity for you and your advisors and their role in helping you achieve your future vision. It allows for collaboration and the sharing of wisdom on the risks and opportunities you will face in the future.
You share your vision for the future with all of your advisors. Together, we can work to design and implement the vision you want.