Keep the work connected
We coordinate financial planning questions with the client’s attorney and tax professional, including questions around account titling, beneficiaries, and estate planning follow-through.
For attorneys, CPAs & community partners
Your introduction
is personal.
We treat it that way.
When you introduce a client, your relationship comes with them. Our role is to bring financial planning into the conversation and work alongside the expertise you already provide.
Respect the client’s permission
We seek the client’s permission before sharing information and agree on what should be discussed together.
Know who is following up
Jorge leads the planning work. Alejandra coordinates the administrative steps and follows up on requests so there is a clear point of contact.
Support the relationship you built
You remain the client’s professional in your area of expertise. We aim to make our work useful to yours.
Making an introduction
A simple way to begin.
Check with your client
Ask whether they’d welcome an introduction and what they would like help with.
Introduce us by email or phone
A name, contact details, and brief context are enough. Keep account numbers and documents out of the introduction.
Agree on the next conversation
Jorge starts by listening. With the client’s permission, we discuss where your involvement will be useful.