When the client needs help who will they ask?  The client may not know what to ask or of whom. As a result the client may experience paralysis or perhaps information overload at that very critical time when efficient information and guidance is most needed to resolve a problem.

It’s easy to turn to the wrong source for help when you need a comprehensive solution. We often wind up with too many cooks in the kitchen, and dealing with “micromanagers.” These micromanagers offer no coordination, verification, or checks & balances. You’ll often wind up with conflicting opinions, redundant answers, and overall wasting your time. So, who are these micromanagers? And what’s a better solution?

The solution is a personal financial engineer. This is someone who can provide all of the necessary services in one, holistic approach. The engineer coordinates all the advisors with the client’s information at hand to develop a plan to accomplish the client’s goals. These advisors can be the clients existing advisors, if the client wishes, or they could be brought in if needed. The engineer also systematically reviews the stated goals and monitors them to make any recommendations to put the client on track and keep them on track.

We surround you or your company with a mini Board of Directors, properly vetted and working together to create and produce solutions to guide you in achieving your plan.