At Precision Wealth Strategies, we help client advisors come up with philosophy and estate planning considerations.
We also can assist with life organization such as cash flow and spending.
- Offer legal advice or draft documents
- Prepare Tax Returns or gift filing
Coordination of Information:
Make sure the client is prepared to meet and everyone is on the same page.
Make your client’s time with their advisor more efficient with pre-meeting conversations. We also will draft a process to prepare clients to meet with advisors more efficiently while allowing you to see the plan for you to get a big picture.