For advisors.
You see the problem and cannot fix it. We fix it and send the client back to you.
We do not absorb relationships. Work comes in, work goes back out, and the client returns to you knowing more than when they left. If you have ever hesitated to refer because the last firm tried to keep the client, that is the whole reason this page exists.
What you are probably already looking at.
They see the problem and cannot fix it, and the moment they see it is a moment the client is already in motion.
A beneficiary form that has not been touched since a first marriage. A trust on the file with nothing funded into it.
An entity gap, a large gain landing at filing, or a K-1 that does not match how the family says they own the thing.
A trust signed years ago and never funded.
Stale designations, or an asset schedule that no longer matches what is actually owned.
A home or an account titled in a way that will not survive the next event, seen mid-transaction.
A deed in a personal name at closing.
A company that is not ready to sell, six months before it needs to be.
Whatever a dispute has just split open.
How a referral works here.
A call, an email, or a warm introduction. No forms, no portal, no referral agreement.
Usually the plan review. Flat fee, written findings, plain English.
A copy of the findings, with the client's consent, so your advice and ours agree.
We do not sell products and we do not manage money. There is nothing here for us to cross-sell.