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Coordination with Your Existing Advisor/Professional Network
Align Wealth Partners’ sole responsibility is to serve you and your family advising a suitable course of action and making decisions in your best interest. Within our role, we will likely engage with other experienced professionals who perform client services such as your CPA, insurance specialists, estate planning attorneys, benefits officers at work, real estate agents and more. While Align does not seek to replace any of your professional relationships, as your trusted financial advisor, we can work with any and all of these professionals to ensure all aspects that affect your financial success are working in tandem. In cases where appropriate, we can also act as a coordinator to manage communication and coordination of the entire team. If you do not have a current professional to fill one of these important roles, Align Wealth Partners can make recommendations to firms you may find helpful.