Having a financial planner working with your accountant is a great opportunity that can help map out your family’s goals. The financial planners at Baker Tilly Windsor come to the table with rock solid knowledge already in place and a good sense of the numbers that are driving your business and your family forward.
Advance knowledge
Before we meet with a new client, we work with your accountant to figure out your background information. We review your retirement planning and contribution limits. With all that in mind, we are ready to talk – and find out what matters most to you.
Cutting to the chase
Having us work with your accountant saves you time and allows us to focus on your needs. Unsure about your current situation? Think you might need more advisory support? Feel like something is missing? You probably have investments in place, but do you have someone who can bring all the pieces together? Sooner or later, you need a plan for the future – and that time is probably now.
Accounting meets financial planning
The financial planners at Baker Tilly Windsor work with a team of accounting experts. By combining our specialties, we take the burden off our clients. Rather than get stuck in the middle, you can sit back and relax while your advisors work out solutions together. All you have to do is make yourself an open book, and we’ll deliver advice tailored to your needs. With that in mind, it’s a good idea to pick a financial planner you feel comfortable with, so you can speak openly. The more we know, the better your outcome will be.
No two clients are alike
An important part of our work is making sure we understand what’s important to you and your family. No two clients are alike, so we always make sure we understand your specific needs. Even if you already have answers to all the big questions, we’ll give you a chance to talk through your plans, and we’ll confirm you’ve made the right decisions. We end up serving a kind of counselling role, and we’ll give you the information and perspective you need to have productive conversations with your business partners, family members and anyone else in your financial life.
Accept your limitations
Some people avoid speaking with a financial planner because they are uneasy about their lack of financial knowledge. You should think of your finances like you think of your car. While you may do most of the driving yourself, when you run into a problem, you need to talk to a mechanic, someone who has the technical knowledge to identify the source of the problem and suggest an effective solution.
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