Successful companies, sports organizations, entertainment productions, charities, religious organizations, etc. require departments and team members to succeed. When it comes to personal wealth planning it is no different. Yet when we visit with potential clients, we often find they don’t have the appropriate advisory team in place needed for effective execution.
Assembling and managing the right team to care over your financial welfare is daunting task and can take extreme amounts of time. Drive Wealth Advisers knows when a specialized ‘team member’ is needed, the right questions to ask them and how to manage their activities so you are not overcharged and end up with unneeded services and products or worse bad advice.
As your ‘personal CFO’ we will
Coordinate efforts with your existing advisory team
Determine if and when a new specialized advisory service is needed to execute a plan initiative
Aid in the interviewing and hiring of the appropriate specialized advisor to carry out the role
Maintain constant communication with the advisory team on your behalf and report back