Our Unique Process
Overall Value Proposition – The Holistic Advantage ™
CPAs, investment advisors, and tax specialists all working together under one roof? Actually, it makes a lot of sense. Many firms think of tax planning, investing, and business consulting as three separate engagements. At Schiffman | Grow & Co., we realize that they all impact each other. Rather than having many different, independent courses, our professionals work together, pulling the rope in one direction. It just works better that way.
Every successful organization has a logical, strategic process. Here’s what you can expect from us:
Initial Client Meeting – The Confidence Builder ™
At our first meeting, the objective is to gain an understanding of where you’ve been, where you are today, and where you want to be in the future. Our goal is to construct a foundation of understanding and chemistry with you. You’ll leave knowing that the professionals at Schiffman | Grow & Co. have the knowledge and experience to help you on the path to success.
Analysis of Client Needs – The Trust Enhancer ™
Whether you’re a family-owned business or simply a family in need of financial planning, a thorough examination of your needs will provide us with the road map necessary to achieve your goals. At this stage you’ll find we are much better listeners than talkers.
Selection of Product Solutions and Customized Proposals – The Personalized Game Plan ™
No two snowflakes are alike. In the same way, every tax and accounting engagement, retirement dream and investment portfolio is different. Rather than taking a cookie cutter approach, we tailor each strategy based on your time frame and desired outcomes. Let us create your financial snowflake…no shoveling required.
Implementation – The Seamless System ™
Having a good plan means nothing if it can’t be properly implemented. Our primary job is to make sure our execution matches your expectations. The personal approach that we provide ensures that the correct plans are not only designed, but are achieved in an efficient manner.
Ongoing Service Mandate – The Commitment Formula ™
Service doesn’t stop after the initial engagement. To keep pace with the inevitable twists and turns that life throws at us, we need to stay informed. We’re proactive, and keep up-to-date about your situation through ongoing letters, consultations and phone calls. We also strive to keep you aware of new opportunities and events, such as changes in the investment climate or tax law. After all, the information needs to flow both ways for a partnership to be successful.