With more than 30 years of combined experience, the advisors of Bisdorf Palmer, LLC, serve in a team capacity to each client.
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.
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.
The Wealth Coach - Brian's Unique Role
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.