RELATIONSHIP PLANNING

TEAM COORDINATION TO ENSURE NOTHING IS OVERLOOKED

Multidisciplinary

Checks and Balances

Accountability

Assemble Team / Assign Roles / Reported Results

The Problem

Do you have the right members on your planning team?

Are they playing the right role?

Are you paying the right price for their services? Are you paying them the right way?

Are changes in your finances communicated timely to those who need to know?

Are all the angles of your plan being considered before you make changes?

How much time are you spending managing all your planning relationships?

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

 

1

Coordinate efforts with your existing advisory team

2

Determine if and when a new specialized advisory service is needed to execute a plan initiative

3

Aid in the interviewing and hiring of the appropriate specialized advisor to carry out the role

4

Maintain constant communication with the advisory team on your behalf and report back

As fiduciary comprehensive planners we do not receive back door compensation or perks from other advisers in the community or nationally.  Our commitment is to you and ensuring financial autonomy and success.