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|Forte Impact Advisors Live Webinar
The Personal Board of Advisors: How to Build Your Financial Team
Most people have a financial advisor, an accountant, and an attorney — but they rarely talk to each other. Jeff Hammer shows you how to build a coordinated advisory team that works as a unified whole — and why it changes everything.
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Forte Impact Advisors Live Webinar
About This Event
About This Session
Most people approach their financial life in silos. The accountant handles taxes. The attorney handles the will. The financial advisor handles the investments. And none of them talk to each other.
The result is a financial team that works near you — not for you.
Forte's approach is different. The Personal Board of Advisors concept is built around coordination — bringing together the right professionals around a single, unified plan so that every decision accounts for every dimension of your financial life.
This session breaks down exactly how to build that team, what each role should do, and how to make sure they're working together on your behalf.
What we'll cover: — The five key advisors every high-complexity financial life needs — How to evaluate whether your current team is actually coordinated — The questions to ask each advisor to ensure alignment — What the Forte model…