No. 92 of 106 Things We Do For Clients
Serve as a wise sounding board for ideas you are considering.
How many times did you wish you had someone to give their input on a potential financial decision? How often have you made a financial decision, only to end up wishing you had run it by a financial professional? We can weigh in on a broad spectrum of decisions, from how to grab the best vacation deals to how to negotiate the best real estate or car deal. We can even help on matters that don’t seem like primarily financial decisions: such as whether to continue helping support a child, negotiating differences with a partner over estate planning decisions, or choosing whether to leave an asset to a child or a charity.