Partnering with someone can be a touchy subject, but bringing a client's advisors together to collaborate lets everyone act in the best interest of mutual clients. It also provides an opportunity to see each others strengths and provide unpaid, genuine referrals, based on the feeling that a particular financial advisor, attorney, or CPA may be best suited for a particular client. The added value to working with and referring to us is that clients can provide their attorney and CPA access to specific parts of their financial aggregation web-site, making it easy for clients to access their wills and tax documents, as well as collaborate with us, their financial advisor.