106 Things We Do For Clients, No. 75

by | *Financial Awakenings, Fee Only Financial Planning


No. 75 of 106 Things We Do For Clients

Provide referrals to other professionals, such as accountants, attorneys, lenders, bookkeepers, coaches, insurance agents, long-term care providers, bank trust officers, and a host of others.

It’s common that our clients need the help of other professionals but don’t have an established relationship. It’s daunting to sort through lists of names that represent a faceless black hole of “whom do I trust.” We have established relationships with many professionals that we trust to have your best interests in mind.

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