Why Your CPA, Financial Advisor, and Estate Attorney Should Be Working Together

Episode Summary

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Natalie Picha and Matt Berti of RHP Wealth Management to discuss the importance of building a collaborative financial team that works together to support long-term wealth planning.

The conversation explores how financial advisors, CPAs, estate attorneys, and investment professionals can align strategies to better serve clients—not just during tax season, but throughout every stage of life. Natalie and Matt explain why true financial planning goes beyond investments and focuses on helping clients live the life they want while protecting future generations.

They also discuss the growing importance of financial confidence for women, the realities of the Great Wealth Transfer, and how transparency, communication, and education empower families to make stronger financial decisions.

Whether you're a CPA, business owner, financial professional, or someone planning for the future, this episode offers practical insight into creating a financial strategy that works holistically—not in silos.

What You’ll Learn

• Why collaboration between CPAs, financial advisors, and estate attorneys creates better client outcomes

• How tax strategy should align with long-term financial planning

• Why financial planning is about life goals—not just investments

• The importance of reviewing beneficiaries and estate documents regularly

• How proactive financial conversations reduce stress and improve decision-making

• Why women need greater confidence and involvement in financial planning and investing

• How integrated planning can help families navigate generational wealth transitions

Key Leadership Insight

The strongest financial outcomes happen when professionals stop operating independently and start collaborating as a team around the client.

A coordinated approach between advisors, CPAs, and legal professionals can reduce risk, improve strategy execution, and help clients make more confident decisions over the long term.

Why This Matters

Many individuals and families unknowingly operate with disconnected financial strategies.

Without communication between financial professionals, important details can be missed—from outdated beneficiaries to tax inefficiencies and estate planning gaps.

Creating a collaborative financial team helps clients:

• make more informed decisions
• reduce costly mistakes
• improve long-term wealth outcomes
• create smoother transitions between generations

For CPAs and business advisors, strong partnerships with financial planning professionals can also improve the overall client experience and strengthen long-term client relationships.

About the Guests

Natalie Picha is the Chief Experience Officer and Founding Partner of RHP Wealth Management, where she specializes in helping clients align financial planning, tax strategy, and life goals through a collaborative and relationship-focused approach.

Matt Berti, CFP®, CPWA® is a Wealth Advisor at RHP Wealth Management with nearly a decade of experience in the RIA space. He focuses on simplifying complex financial topics and helping clients make confident decisions through comprehensive planning and wealth strategy.

Connect with the Guests

Website: RHP Wealth Management - https://www.royalharborpartners.com/

LinkedIn:

https://www.linkedin.com/in/natalie-picha-3ba26416/

https://www.linkedin.com/in/matthewberti/