Not necessarily, we have a variety of ways that you can work with us for your financial planning needs. We plug-and-play with accountants, CPAs, attorneys, and nearly every other professional on your team. While we’re not in the relationship replacement business, we believe that the greater reach we have across your balance sheet to make improvements, the more effective we are. Our team model ensures you’ll always have multiple sets of eyes and years of valuable experience reviewing your situation. In the end, the choice is yours and we’ll design something on your terms.