The Springboard Group: Springboard Connects

Springboard™ Connects is our network of independent business, legal and financially based professionals who have partnered with Springboard™ because they share a commitment to being client-centered, compassionate and collaborative. Our goal is to have available almost any professional resource a client may need in a major transition so that they can efficiently, without stress or effort, be able to engage the appropriate advisor for their particular needs. Sometimes that means selecting a full team of advisors, and sometimes only adding one or two professionals to existing services already in place. Some clients have all their needed advisors, but engage Springboard™ to provide guidance and coordination for their own team. There is tremendous flexibility in this model of service.

 

Applicants to our provider network have a minimum of three year’s experience with demonstrated competence in their field, and are most often accomplished contributors in their profession. They are active in community volunteerism commitments, and many contribute to our community educational outreach by writing articles for our website and newsletters, and/or teaching in our workshops and teleclasses. All applicants are personally interviewed by Springboard™ partners, provide professional references, and receive no compensation from Springboard™ for their network participation.

 

Current professions represented in our network include: estate and family law, personal and tax accounting, financial advising, planning and investing, private banking, trust administration and management, divorce financial planning, real estate sales and mortgage brokerage, insurance of all kinds, and coaching and career counseling.

 

Why so many different types of professionals? Whether a divorce, a death, or life planning and preparedness, our lives cross so many professional arenas. All have their own specific regulatory guidelines, governing and ever changing laws, and sub-specializations. This complexity requires careful coordination and careful selection of those who advise you. Life transitions are not the time to “wing it”, or rely on amateurs or friends, because the risk of additional long term losses is tremendous.

 

We make sure the resources you find through Springboard™ have met the criteria we believe are essential in helping you through the complexities of life transitions, while respecting your loss/ personal needs, and welcoming a team collaboration approach. In short, we want the best for you.

 

To explore becoming a provider, please click here

 

To forward this page to a provider you believe meets the Springboard™ criteria, please click below:

 

 

 


Springboard Connects Providers