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When you hear “finance” and “audit” in the same sentence, you might feel your stomach flip.

But fear not. Copper Beech Financial Group’s audit process is a very positive tool that can be used to determine the next steps in a client’s wealth journey.

In this episode, you will learn:

• About the steps of the audit process and the 80-90 page report that it generates for potential clients
• The benefits of working with Copper Beech to create the report, and how the audit can help you—even if you choose not to work with the Parises
• How you can use the audit process to save money
• Why Copper Beech strongly values having trust and openness with their clients
• And more!

Tune in now and discover a new way to think about getting audited!

Resources:  Copper Beech Financial Group

Podcast: Play in new window | Download | Embed

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Copper Beech Financial Group provides a specialized service for their clients. Specifically, they take on the role of ‘family CFO’ to provide multi-generational financial planning for high-income families.

In this episode, you will hear about the discovery process for prospective clients at Copper Beech Financial Group, and the ins and outs of the ‘family office platform’ that John and Michael Parise provide for their clients.

In this episode, you will learn:

• What a family office mode looks like, and why it is most suitable for specific clients
• How the Copper Beech team engages existing advisers, accountants, attorneys, and other financial planners in their process, rather than replacing those services
• The timeline of services that Copper Beech provides to its clients
• Why Copper Beech believes in helping families create legacy letters and mission statements for the younger generations
• And more!

Tune in now to learn all about Copper Beech’s specialized multi-generational planning process!

Resources:  Copper Beech Financial Group