You have carefully chosen your team of advisors to support you in reaching your goals.  As you gain clarity, they gain perspective…enabling them to provide solutions.  CPAs, attorneys and investment advisors should be effectively coordinating their efforts to produce the end result you seek to achieve.  The key to this is communication and accountability!  Unfortunately, facts can become distorted, long-term effects go uncalculated, and confusion results. 

Who bears the stress of this?  The individual who is receiving the counsel of the advisors assumes the greatest risk. 

In a general sense, advisors are fragmented.  One specializes in this and the other in that and neither gives consideration to the long-term effects caused by lack of collaboration and individual paradigms.  Where conversations should be taking place among your advisors, instead you find yourself acting as the primary hub, taking in and sending out critical information about your future-often without knowing the pitfalls in this style of communication. 

So what would it feel like to be freed up from acting as the information courier between advisors?  What if your advisors actually came together in a forum where your interests were the premiere objective?

As a solution to this team dynamic, MKD has developed The Closely Held Advisory Team^®.  Picture yourself in a semi-annual meeting with all of your advisors.  We call the meeting, prepare all pertinent materials, lay out an agenda, facilitate the group’s direction and hold all of your advisors accountable.  Your involvement with the team will not change, but your diminished responsibilities allow you to remain at arm’s length while your council handles the heavy lifting. 

The outcome… Reduced confusion, integrated solutions, and results that are in line with your desires.

Let’s change the way we approach planning.