Challenged with managing their finances while managing family, dual careers, and civic and social obligations, Jeff and Cindy began to feel worn down. Additionally, they wanted to change accountants and possibly refinance their mortgage, but they didn’t know where to turn for advice.
PartnersInWealth took over the burdensome, day-to-day administrative tasks such as:
- Monitoring all investment accounts regardless of where held (bank, brokerage, 401k plan, etc.).
- Reconciling these accounts and providing performance reporting on one easy-to-read report.
- Transferring funds between accounts as requested by clients.
- Maintaining an optimal investment mix across all accounts.
PartnersInWealth also now oversees their taxes, investments, estate plan, employee benefits and insurance plans. We notify Jeff and Cindy of any opportunities, discrepancies or errors identified in our regular reviews and coordinate the work between their various advisors to make sure no opportunities are missed. This includes providing information to other advisors as needed, such as tax information to the accountant for tax return preparation.
PartnersInWealth drew on an extensive network of advisors to recommend a new accountant based on competence, expertise, personality match and location relative to the client. We analyzed their home refinancing options, working with the mortgage broker, and completed all required paperwork – all the clients had to do was sign the forms at closing.
Jeff and Cindy enjoy peace of mind that all aspects of their wealth are being managed well. They are now free to concentrate on other important aspects of their lives with confidence. With the effectiveness of their multiple advisors enhanced, they feel relief from worry and in control of their money without having to do everything themselves.
Client Since: 2004