In today’s episode, we take a deeper dive on the conversation we had last week regarding your financial team. You don’t bring someone with a heart condition to a chiropractor and expect him to be able to diagnose the condition. That’s not his specialty! You need to see a cardiologist. 

 This is the same way that you can’t just assume that your CPA or financial advisor are experts in all the different fields of finance. They aren’t! They are financial professionals that are working independently on your case without seeing the full picture because they aren’t working in unison. You need what they call a family office. At our business, Terra Firma, we have created just that.  

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