What we do for CPAs and financial planners
Deepening relationships to understand your clients’ life goals is becoming a more important part of the financial planning process as needs change and technology evolves. When clients are clear on their vision and purpose, they are more likely to act on the financial planning recommendations that are in their best interest and become lifelong clients.
With my 25+ year career in the CPA profession and 20+ years in financial planning, CPAs and financial planners hold a special place in my heart. Whether you are looking for more fulfillment in your own life and work or you want support to help your clients in finding their purpose, I can guide you in a variety of ways such as:
- Provide life planning and coaching services to you personally
- Join your team of advisors to provide services to your clients
- Support you in providing life planning to your clients
- Coach you to refine your work to align to what you want in your personal life