Associated Professionals
Managing your financial, career and personal life will require advisors beyond our services. Similar to creating a board of advisors, we take our integrated approach to life and money a step further by connecting you with other professionals as needed. As we sit at the table together, you’re better able to integrate financial, career, and personal life decisions.
Examples:
- CPA or accountant
- Estate Attorney
- Corporate Attorney
- Insurance
- Business Valuation
- Business Broker
- Bookkeeper
- Contractor
- Group Benefits
- Mortgage Loan Officer
- Career Recruiter
- Business Services: Marketing, IT, Relocation, Printing
