Work Together
We’re accountable to you and you should hold us accountable. Every step of the way, you’ll be given the advice and actionable items needed to achieve your personal and financial goals. Because we feel no person can master every element of finance, our process is built on a team mentality. Getting the right players the ball at the right time is how we like to communicate and execute.
How will I get a “Team Approach”?
Our client engagement team has personnel specific to a client’s needs, and we also engage with team members beyond InSight. There is always a need to tailor the right team to a client, but unlike firms you’ve worked with in the past, we help get the CPAs, Lawyers, Realtors, and investment managers all rowing in the right direction called for by your InSight-Full® plan.
Who are the players on my Team?
That will depend greatly on what investments and strategies we devise to execute your plan. At a minimum, your dedicated CFP® Professional and investment managers will be in coordination to execute your plan. But for many clients we will also combine the efforts of CPAs, Lawyers, investment managers, property managers, and real estate professionals etc. It really is up to you and the assets you own.
