Connecting to Other Professionals

Sometimes you know you need professional help - but don’t necessarily know who to call. Finding the right financial planner, tax advisor, estate attorney, insurance professional or other specialist can take time, and it isn't always easy to know whether someone is a good fit for your particular situation.

I help simplify that process by drawing on my professional network to identify qualified professionals whose experience may match your needs.

How will I help? A typical referral may include:

• Discussing your situation to identify the type of expertise you need.

• Making inquiries within my professional network to identify qualified professionals who may be a good fit.

• Providing multiple options when possible so you can decide whom you would like to contact.

• Making a warm introduction between you and the professional you select.

• Following up as needed to help keep communication and next steps moving forward.

What are the benefits?

You save the time and effort of starting from scratch, benefit from recommendations drawn from my professional network, and receive referrals based on your particular needs and circumstances. A warm introduction can also make the process easier than making a cold call to someone you've never met.

While I cannot guarantee the outcome of another professional's services, referrals are made to experienced professionals with whom I have worked or who come highly recommended within my network.

Your Money Concierge. More time. Less financial stress.