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Like many of Jessica’s clients, you may have a team of trusted advisors who advise and assist you, including CPAs, attorneys, family members, trustees, and others. One important service Jessica provides is joining forces with other professionals involved in managing your personal financial planning.

Jessica believes that coordinating planning with the key professionals in your life helps add value to the advisor-client relationship and can result in a more manageable and satisfying investment experience. With your consent, Jessica can work with these professionals to help ensure a complete and cohesive management of your financial matters. The result is that all your account records are kept up to date and conveniently maintained in a single location.

At your request, Jessica can also recommend professionals who can provide expertise which complements and broadens our own. Jessica has established relationships with professionals in many disciplines, including:

  • Accounting professionals
  • Legal professionals
  • Trust company professionals
  • Property and casualty insurance experts
  • Mortgage specialists
  • Third-party administrators
  • Banking professionals