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April is nearly here, and tax season is well underway. At this time of year, we frequently find ourselves connecting with our clients’ CPAs. Maybe your CPA is asking questions that require assistance to answer. We also may be able to introduce questions to help you avoid mistakes and uncover opportunities.

These collaborative relationships highlight a valuable principle in my perspective.

Your family is at its best when you have the support you need in key areas. That might be specific expertise or skill sets, structure, or accountability. We see ourselves as part of your family’s team, providing guidance that aligns with your core values and vision. Each team member plays a specific role.

So, I would ask you, “Who’s on your team?” A few examples come to mind for me.

  • CPA
  • Estate attorney
  • Insurance agent
  • Realtor
  • Personal development coach
  • Executive coach
  • Therapist

The list goes on, but each provides unique support to your family. In my experience, the healthiest families build strong support systems for themselves, their marriage, and their kids. It may be a ripe time for you and your family to take an inventory and identify areas you need support in your vision.

If any of these areas include your financial team members, we are happy to make introductions to CPAs, estate attorneys, insurance agents, or other roles you’d like to explore for your family team.