fellow advisors
When a client comes to you with a complex financial issue that feels out of scope, we can help you move forward.
We have a long track record of collaborating with a variety of advisors to provide the best outcomes for their clients.
who we work with
We support a wide range of advisors to help clients figure out their:
- Taxes
- Corporate planning
- Investments
- Retirement planning
- Estate planning
- Insurance
- And more…
No matter what your clients’ goals are, we can help you get them to where they want to be.
how we help
We approach financial planning as a partnership that enhances the work you’re already doing with your clients, providing complementary expertise to help them achieve their financial goals.
Our proven, integrated 3-phase approach:
Discovery: we take the time to understand their values, vision, and full financial picture—personal, business, and family—so we can identify opportunities and gaps across corporate, tax, investment, retirement, insurance, and estate planning.
Implementation: we don’t just make recommendations; we coach clients through decisions and priorities, offering structure and accountability to help them make meaningful progress.
Optimization: we take a big-picture view of how financial decisions flow across all areas of your client’s life, checking in regularly to review goals, adapt to change, and provide updates on conversations with accountants, lawyers, and other advisors. Together, we create a framework that keeps your clients moving forward with confidence and clarity.
how we help
We approach financial planning as a partnership that enhances the work you’re already doing with your clients, providing complementary expertise to help them achieve their financial goals.
Our proven, integrated 3-phase approach:
Discovery: we take the time to understand their values, vision, and full financial picture—personal, business, and family—so we can identify opportunities and gaps across corporate, tax, investment, retirement, insurance, and estate planning.
Implementation: we don’t just make recommendations; we coach clients through decisions and priorities, offering structure and accountability to help them make meaningful progress.
Optimization: we take a big-picture view of how financial decisions flow across all areas of your client’s life, checking in regularly to review goals, adapt to change, and provide updates on conversations with accountants, lawyers, and other advisors. Together, we create a framework that keeps your clients moving forward with confidence and clarity.
we’ve got you covered
From business to personal, here’s how we support your complete planning needs.
business
personal
when to bring us in
Our team can help you and your clients connect the dots across different aspects of financial planning.
retirement
Whether they love what they do, are hoping to exit soon, or are looking ahead to what they want to do next, we can help your clients plan for their second act with financial flexibility and security.
taxes
We are not (and will never claim to be) tax experts, but we work alongside accountants to help clients decide whether to pay tax in their company or personally, and create a tax strategy to ensure they make the most of their money.
estate planning
From wills and power of attorney to end-of-life tax planning and beneficiaries, we work alongside lawyers and notaries to help make sure finances are in order and there are no surprises.
insurance
We recommend the type of insurance that makes the most sense for your client. This includes what type to buy, how much to purchase, and where to hold it, whether it’s an operating company, a holding company, or personally.
business transitions
With so many moving parts in the process, we can help your clients get their ducks in a row to set them up for a successful exit or transition.
Whether you’re being asked questions that fall outside your scope, or simply don’t have the full picture to address them, you can pass the baton to us. We’ll work together to clarify the big picture, work out the details, and devise actionable next steps.
ready to refer?
Here’s how it works:
- Email us to introduce yourself.
- We’ll meet to share key information and determine what challenges need to be solved.
- Introduce us to your client(s).
- We’ll report back to you with our recommendations.
- We’ll provide your client with actionable next steps.
Want to learn more before referring? Not a problem. We’d still love to hear from you.
