It is important that your entire advisory team works together so each expert understands his or her role within your overall financial picture. I can coordinate with your other trusted advisors – accountant, attorney, trustees or other family members – to ensure all areas of your financial life are in sync. By coordinating with these key people, it can save you time, expand your investment options, and reduce the complexity of managing your financial affairs – overall, allowing for a more complete and comprehensive picture of your total financial life.

I can also refer you to professionals with whom I’ve worked to provide their areas of expertise.