| Springboard™
Connects network of independent
business, legal and financial professionals share common values of
being
- client-centered
- compassionate and
- collaborative
We include almost any professional resource needed
for efficient, stress- free access to appropriate advisors for specific
life challenges.
Sometimes that means selecting a full team of
advisors; sometimes you may only need one or two professionals to
complement existing advisors place. Clients may engage Springboard™
for planning and coordination assistance with their own advisory team.
Network criteria
include:
- minimum of three year’s experience professional
experience
- professional references of competence in their
field
- most are accomplished contributors in their
profession
- active in community volunteerism
- all applicants who meet our criteria are interviewed
by Springboard™ prior to receiving
an invitation to join
Most providers
contribute to our articles and newsletters,
and/or teach our workshops and teleclasses.
They receive no compensation for
their network participation, share no referral fees,
and pay an annual fee for network management.
Why so many different types of professionals?
Whether a divorce, a death, or life planning
and preparedness, our lives cross many professional subspecialties,
with specific regulatory guidelines, ongoing updates by governing
and professional bodies, ever- changing laws, and sub-specializations.
This complexity demands careful consideration in selecting advisors;
life transitions are not the time to “wing it”, rely on amateurs
or friends, or risk mistakes that result in additional losses.
Springboard™
's criteria represent some essential qualities we believe you need
and deserve when faced with the complexities of life transitions,
including respecting your loss/ personal needs, and open collaboration.
In short, we want the best outcomes for you.
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estate and family law
- mediation and collaborative law
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personal and tax accounting
-
financial advising and planning
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private banking
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trust administration and management
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divorce financial planning
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real estate
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mortgage brokerage
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insurance and
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coaching and career counseling.
“I love the team approach!
It is good to hear and receive the various perspectives to strategize the best options....
...a great way to accumulate the information (for her) to make smart decisions.
... it was good for me to hear the various issues that she is dealing with - it helps to put the picture together as well as consider any tax impact.”
- Tax Accountant
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