Implementation Services
At B&A, we recognize that any plan is only as good as its implementation. After you and your B&A professional have reviewed the written report and determined a plan that best fits your personal situation and desires, meetings will be scheduled with your attorney, investment, insurance, and other advisors upon whom you normally rely.
Your B&A professional will take an active role in coordinating the implementation process to assure that all necessary steps are taken by the appropriate professionals.