Imagine that your Personal Financial Picture is a business, and you are the owner creating the vision for your family. You are also serving as the CEO coordinating the asset management, risk management, and tax management divisions. Our team becomes your “interim CEO,” does a deep dive into these three divisions, and creates a master blueprint that uncovers your opportunities and adds the efficiencies needed to help eliminate the gaps and overlaps. With this step complete, we can then mutually determine if a long-term partnership is a fit.