This talk about custom-tailoring solutions is all well and good, but an obvious objection may be forming in your head. It all sounds great, you might say, but what is it going to cost? As it turns out, not as much as you might think.
The resource that will be taxed the most in solving client problems will be your time. But when it comes to actual expenses, in our practice we’ve found that, much like a country doctor who makes house calls, a little black bag with all of our tools–things that we pay for one time–can be used over and over again in diagnosing and treating the financial health of our clients.