You might be surprised to consider just how often disjointed planning and advising can impact a client’s long-term financial well-being. Estate planning attorneys, CPAs, financial advisors and insurance agents may have access to the same initial set of client documents or client goals. But once isolated strategies created by each of those advisors are in place, things can begin to go sideways. On the other hand, a quick recap among a client’s advisors is often all it takes to smooth over any issues and develop a great, integrated plan for clients.
Source: Planning is a Team Sport
