How We Help
Centers of Influence
A Symbiotic Partnership
As a thought leader for HNW Individuals, Families and Business Owners, successful advisors, CPA’s, attorneys, P&C offices and Payroll Companies partner with us to bring value to their best clients.
The relationships we form as a Financial Planning Firm with Centers of Influence (COIs) are reciprocal and collaborative. The value we bring to COIs strengthens their client relationships making their businesses more robust and comprehensive. When working with a client, we pick up where the COI ended, extending and enhancing the services of the COI.
COIs trust us with their client’s financial health and well-being. Our holistic work provides exponential benefit to the client and assists the COI in the growth of their practice.
The COIs we cultivate relationships with include:
Law Firms: Navigating the Legal and Financial Nexus
Legal advisors provide clients and organizations with advice, guidance, and support related to a range of legal issues or concerns. They have an active role in preparing and reviewing contracts and other legal agreements or documents. They will also lend a hand in guiding or managing contract negotiations.
As a Financial Planning Firm, our holistic financial planning process dovetails into each of the above-mentioned items often either picking up where the legal teams drop off or leading our clients to a phase that requires a legal advisor’s involvement. We recognize the connection between financial and legal health and well-being.
Building partnerships with legal advisors, and extending the reach of their services, fosters mutually beneficial growth for the client and our respective firms. We recognize the synergy between our Financial Planning Firm and the legal advisor, as strong. Wealth Optimization Network, LLC values this synergy, extending the reach of a legal practice’s client work, and fostering beneficial growth for the client and our respective firms.
Accounting Firms: Balancing Books and Building Wealth
Income Tax advisors assist their clients with the reporting of their tax liability and keeping pace with changing tax laws. While income tax advisors often focus solely on preparing and filing income tax returns, some tax advisors develop personalized strategies to reduce risk and optimize the latest tax laws for clients to take advantage of.
We recognize the synergy between our Financial Planning Firm and the income tax advisor, as strong. Wealth Optimization Network, LLC values this synergy extending the reach of an accounting practice’s client work and fostering beneficial growth for the client and our respective firms.
P&C Offices: Mitigating Risks and Safeguarding Wealth
With expertise in risk management, Property & Casualty (P&C) advisors safeguard clients’ real property and automobiles. We recognize the synergy between our Financial Planning Firm and the P&C advisor, as strong. Wealth Optimization Network, LLC values this synergy extending the reach of a P&C advisor’s client work and fostering beneficial growth for the client and our respective firms.
Payroll Companies: Initiating Financial Conversations
Because they’re entrusted with managing financial transactions and salary disbursements, payroll companies often serve as the catalysts for financial conversations. We understand the value of these initial conversations, collaborating to seamlessly transition clients into fully embracing the Financial Planning Process. We nurture these relationships and help payroll companies expand services and recognize the synergy between our Financial Planning Firm and the Payroll Company as strong. Wealth Optimization Network, LLC values this synergy extending the reach of a Payroll Company’s client work and fostering beneficial growth for the client and our respective firms.
Diverse Pathways To Synergy
Beyond these key COIs, professionals; ranging from real estate agents, to lenders, to consultants; contribute indirectly to our success.