Скачать или смотреть How a Financial Planner Coordinates Estate Planning, Tax Planning & More

Discover why working with a financial planner who acts as your "gatekeeper" is different from hiring individual specialists. Tempest Williams explains her team-based approach to comprehensive financial planning.

Full interview:    • How to Secure Your Property Before It's To...  
Timestamps:
00:00 Are You an Estate Planning Attorney or CFP? Clarifying Roles
00:30 Where Financial Planning Meets Estate Planning: The Client Handholding Approach
01:14 Building a Trusted Team: Attorneys, CPAs, and Long-Term Care Specialists
01:55 The “Doctor” Analogy: Being the Gatekeeper and Staying With Clients
02:37 Client Engagement & Action Items: What It Takes to Execute the Plan
03:33 Involving Decision-Makers to Prevent Confusion and Conflict
04:09 Final Goal: Reducing Stress During Grief With Better Planning

Stop working with disconnected professionals. Start building a coordinated financial strategy.
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⭐ Connect with Tempest Williams:
Email: info@thetempestfinancialgroup.com
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