How We Are Different
From the day we started PartnersInWealth®, we have differed from traditional advisory firms. From the PersonalCFO to the WealthPlan to our uniquely objective compensation structure, our goal has always been to build a financially rock-solid path forward for our clients.
A PersonalCFO at Your Service
Your PersonalCFO is here to make your financial life simpler. They serve as a single point of contact that you can count on to coordinate all aspects of your personal finances and optimize your wealth. Your PersonalCFO will contact you with ideas to build your wealth and provide a sounding board for any financial decisions you may be considering.
Your WealthPlan for Success
Your PersonalCFO will work with you to create your WealthPlan, a road map to improving your financial situation and achieving your goals. Your WealthPlan includes a “to-do list” of recommended improvements, complete with accountabilities and due dates, that your PersonalCFO proactively implements for you. Your WealthPlan is the foundation for making important financial decisions and is continuously updated to reflect your evolving financial and personal situation.
Collaboration with Other Professionals
Your PersonalCFO strives to ensure that your understanding of your financial picture is complete by collaborating with other professionals, such as your accountant or your lawyer. By working with your other advisors, your PersonalCFO helps make sure no detail is overlooked, thus avoiding pitfalls and helping you to make better decisions.
Uniquely Objective Compensation Structure
We are in a uniquely objective position to recommend what’s best for you and your wealth. That’s because we are compensated only for our service to you as your PersonalCFO. We do not sell insurance products, charge asset management fees or commissions for trades, or receive any auxiliary form of compensation. Your financial success and continued achievement of your goals is our only scorecard.
Are We Right for Each Other?
When you contact us, you will communicate with one of our Senior PersonalCFOs. We will decide together if there appears to be a match between your needs and our services. If there seems to be a good fit, the next step is a free, no-obligation meeting at our office.
If you have a spouse, domestic partner, or anyone else who is an integral part of your financial future, it will be important that they attend the meeting as well.
If we decide to work together, our general
process will look like this:
As your PersonalCFO, we coordinate all aspects of your financial life and recommend improvements to optimize your wealth. Our services include: