This is where Concordia’s Professional Coordination comes in.
Professional Coordination is an administrative service designed to make sure all of a client’s professionals are on the same page and agree with the recommendations from your financial plan. To do this, Concordia implements Professional Coordination in two phases:
Concordia works with a client’s professionals to incorporate their advice within the financial planning. By including the other professionals in the process, the chances a client is confused by conflicting professional advice becomes extremely low.
Concordia works with your professionals to move implementation of estate documentation, tax strategy, and other recommendations forward. We don’t take on responsibility of Power of Attorney on your behalf, so we can’t sign anything for you, but we can certainly work with your professionals to get things as ready as we can.