“Are we on track? What are our 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 compare the current financial progress and objectives with the current wealth management strategy. Risks, opportunities, and costs will be identified. Recommendations will be given to optimize plan success. 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!