With more than 30 years of combined experience, the advisors of Bisdorf Palmer, LLC, serve specialized roles regarding the planning process. This unique ensemble practice is a team-based approach to delivering superior wealth management, which enables us to identify the totality of client needs with greater precision and deliver more thoroughgoing advice than any one of us could accomplish alone.
The Financial Planning Coordinator - Bridget's Unique Role
The chief role of the financial planning coordinator is to start the onboarding process for new clients and the annual review process for existing clients by helping them articulate their vision of all that they want to accomplish with regard to their financial lives; creating or updating their net worth and cash flow statements; and recording their observations for the wealth planner to consider and integrate into their financial plan. Taking time to listen to what is most important to clients is the beginning of the process of discovery that culminates in a plan precisely tailored to your goals.
The Wealth Planner, CFP® - Luke's Unique Role
The wealth planner's chief role is to coordinate with the advisor team by ensuring that we have accurately captured the client’s complete financial data, necessary for accurate diagnoses; drafting a financial plan with recommendations optimized to the client’s goals and needs; and communicating his findings and recommendations to the client and wealth coach, who will partner together to further refine those recommendations—to make them their own—and take the actions necessary to accumulate, grow, enjoy, protect, give, and, eventually, transfer as much wealth as they are able.
The Wealth Coach - Brian's Unique Role
Of the three members of the advisory team, the role of the wealth coach is truly innovative. Dwight D. Eisenhower once said, “A plan is meaningless, but planning is essential.” The wealth coach’s chief role is to help clients translate their plan into action—to bridge the gap between planning and achievement. Helping clients find joy in their journey, identifying small changes that produce large benefits, and doing that which their plan requires are the benchmarks of the wealth coach’s success.
Together, it is our hope that clients achieve all that is within them, enjoy the confidence of knowing they’re on the right path, and master the art of the good life.