YOUR FAMILY CFO
You are the "Chief Executive Officer" (CEO) of your family and its wealth. Successful CEO's surround themselves with trusted and competent partners who excel in creating a reality from their financial vision.
Finding the right fiduciary adviser who can act as your family's "Chief Financial Officer" (CFO) should improve the chances of a successful financial life. Your Family CFO can assist you with important financial decisions you need to make.
At Divergent Wealth, there are no hidden agendas and no ulterior motives. We’ve worked hard to reduce conflicts of interest and provide much needed transparency. Your Divergent Wealth Family CFO is a CFP® credentialed planner who will provide un-biased feedback, unyielding attention to detail, and an ability to simplify complicated things. They report their findings and analysis to the CEO (you) who will make the final decision.
YOUR PERSONAL RELATIONSHIP MANAGER
Have you ever wished you had a personal assistant that would take care of all the minutia, the details, and the daily grind of your important tasks. With regards to your financial plan, now you do.
At Divergent Wealth you will be assigned a personal relationship manager that excels in making sure every 'i' is dotted and every 't' is crossed. Your meetings with your planner will often result in several tasks that need follow-up. You can rest assured that those tasks are being tracked, implemented, and monitored by your Divergent Wealth Relationship Manager.
Family CFO & Relationship manager duties include:
Simplify Complicated Things
The world of finance can be overwhelmingly complicated, having a credentialed adviser who can simply complicated things can be extremely valuable.
Educating Future Generations
The accumulation of wealth comes with the price-tag of being a wise and prudent steward. Teaching those life lessons to the next generation can often prove challenging. Divergent Wealth can discuss important financial topics giving heirs and future heirs life lessons in prudent and sensible wealth management.
Business Transition Strategies
Ownership of a growing business is one of the best ways to grow wealth. For most people this done by investing in stocks. For others, it means running and operating their own business. In either case, it's essential to have an transition strategy from business ownership.
Wealth Transfer Strategies
There are many different ways wealth can transition to the next generation. At Divergent Wealth we'll partner with you to explore those strategies best suited to your values and your goals.
Most people want to simplify their lives as they get older. This gives them the ability to spend more time with those they care about. Consolidating your advisers and your accounts is an easy way to simplify your life... and simplifying complicated things is one of our core competencies.
Learning never ceases, and therefore teaching is always in season. We consider ourselves educators as much as we do advisers. Our aim is that each interaction with us results in you knowing more than you did before.