Services - Tailored
The truth of the matter is that each client has unique needs and we strive to be a resource for our clients regardless of what they need. While it is impossible to provide a complete list, some of the things we have helped clients with in the past include:
Individuals
- Evaluating real estate purchases (primary, rental and commercial)
- Reviewing legal documents
- Helping to assess business/franchise investments
- Assistance with large purchases (cars, for example)
- Serving as a resource during divorce
- Providing career guidance for children (and their parents, when necessary)
- Providing life counseling (or providing access to others who offer that service)
- Etc.
Professionals
- Helping to obtain balance between work and life
- Career transition guidance
- Reviewing compensation agreements and non-compete agreements and provide access to any necessary legal professionals.
- Evaluating and helping to establish succession plans
- Implementing funding arrangements for succession planning
- Assistance in evaluating acquisition or merger opportunities
- Etc.
And then there are the really nontraditional services:
- Helping a client design a pasture
- Working with a client's teenage child on career development
- Helping to negotiate a real estate transaction for a client
- And the list goes on...​
The bottom line is that our clients become close friends and part of our extended family and we are willing to do what it takes to help them out when possible !