All new clients go through a 4-step process.
What is your problem that we can help you with? This is where pertinent information is gathered, goals and philosophy are discussed. We will determine the other professionals that may need to assist us. (CPAs, TPAs, Attorneys, etc…)
I will come back to you with a number of different solutions to solve your problem(s). We will review the pros and cons of each. Discuss the rollout of the different strategies and how they could benefit you and your company.
King Financial leverages technology to make this part easy where now almost all forms can be completed quickly and securely online via DocuSign.
Ongoing management is crucial. As situations change, strategies may need to be changed or modified to keep up with your evolving goals. At least one annual meeting is mandatory.