“Are we on track? What are current wealth plan risks?”
These are the questions that friends and family of clients sometimes ask themselves. To address these concerns, we developed a process called the “Sounding Board Service (SBS)”, as a value-added benefit to those our clients care about.
Process: Sounding Board Service (SBS)
The Sounding Board Service (SBS) is a 45-minute meeting where we examine the current financial goals and objectives and compare them to the current wealth management strategy. Risks, opportunities, and costs will be identified, and recommendations will be given. Those who are introduced to this service from an existing client do not have to become a client to take advantage of the SBS. If they are important to our clients, they are important to us!