© 2016 by Collaborative Planning Group

OUR PROCESS

How We Work

It takes a village and this is the guiding principle at CPG, with one key caveat.  Unlike most firms, we place tremendous value on your time and have perfected the process of ensuing you only have a single point of contact.....us.  

 

Succession planning is a multi-tiered and complicated process that we live and breath.  We understand that our clients don't live in the space but truly understand the importance of what it yields.  To that end, we focus on orchestrating the architecture of the planning process for you and work on your behalf with our industry-leading partners to ensure we develop and execute the right plan for your situation.  

 

Think of us as your navigator through the process from start to finish.  We collaborate with our parters based on the needs that you work with us to identify.  Throughout the development process, you would work directly with our CPG team to ensure your continually aware of what CPG and our partners are doing to create the right plan for you and your family.

Our Services
  • Estate Planning Professionals   
  • Attorney Services
  • CPA Services
  • Financial Planning Services
  • Life & Health Insurance Services
  • Charitable Advising 
Collaborator Engagement
We partner with only the best.  Our industry-leading collaborators work with us to represent the key facets of your strategy.  Our network is made up of professionals who specialists in the fields of estate planning, legal, accounting, financial planning and insurance.  
 
More important then simply the areas our collaborators support us in, is the longevity with these partners.  Our companies success is built on relationships with our clients and ensuring they know we're always looking out for them.  The same foundation is in place between our collaborating partners.  
Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.