August 15, 2023

About Our 7 Bridges - #4: Corral Your Council

Picture your financial journey as an expedition, a worthwhile endeavor that yields truly remarkable rewards when undertaken with a skilled team. This guide is designed to assist you, whether you're a seasoned business owner or a burgeoning entrepreneur, in assembling your very own financial dream team. 

The combined knowledge and expertise of a well-chosen professional team can provide tailored strategies for addressing your unique financial goals—leading you toward the pinnacle of financial success.

Identifying the Key Players

Embarking on your financial journey with SevenBridge is akin to being on a shared expedition. Our first step is to aid you in understanding the roles and responsibilities of various financial professionals – this understanding is essential to assembling your optimal financial team:

  1. Consider a financial advisor, who serves as your guide on this adventure—mapping out the financial landscape, tailoring strategies to your needs, and adjusting the course as required. 
  2. The path to your financial milestones also involves accountants—our stalwarts who ensure thorough and timely stewardship of your financial records, maintaining accuracy and compliance. 
  3. Estate planners too, are crucial members of your team, foreseeing life's uncertainties and crafting plans that safeguard your wealth, ensuring a seamless transfer to your loved ones when the time comes.
  4. Further along the path, you'll find seasoned lawyers who navigate the complex terrain of legal regulations ensuring you remain ahead and well-informed, allowing you to move forward with confidence. 

Each of these professionals is carefully chosen for their unique skillsets and commitment to your financial journey—they form the backbone of your financial dream team. This process of recognizing the importance of each role, and understanding the expertise and qualifications needed, is pivotal to your journey. By bringing together a team that not only comprehends your vision but aligns with your values, we set a strong foundation for success. 

At SevenBridge, we're not just constructing a team—we're creating partners for your expedition, partners who are enthusiastic and driven to help you reach those financial milestones. This is not just about expertise—it's about shared commitment and mutual trust. We're aligning strategy, personality, and approach to help ensure every step you take is a step towards achieving your financial dreams.

Building Your Council

Devising a formidable dream team requires thorough research and due diligence. As you search for potential candidates, consider asking for recommendations, conducting interviews, and verifying their track records. A harmonious team with excellent communication skills is as essential as their professional competence—these reflections help ensure you're partnering with individuals who value the journey as much as the destination.

Establishing Clear Goals & Expectations

Your team is only as strong as the clarity of its mission. Clearly articulated financial goals provide your team a "compass" that leads towards your financial success. Regular communications establish expectations, ensuring all team members navigate together, tuning into your unique financial frequency.

Collaborating & Coordinating Efforts

A well-chosen team excels through cooperation and coordination. Regular meetings and shared access to financial information help build a cohesive strategy that addresses your financial planning and management requirements. Encouraging effective communication among team members cultivates a proactive synergy—unveiling new avenues towards your financial goals.

Monitoring & Adjusting Your Team

The effectiveness of your council must be monitored over time, allowing for refinements and adjustments as needed. Evaluation involves reviewing the performance of individual members, the team's collective effectiveness, and its alignment with your evolving financial objectives. Monitoring provides opportunities for constructive changes—helping maintain a team that remains continually attuned to your objectives.

More About Our Business Owner Services

At SevenBridge, we understand that business management and strategy are inextricably linked to your overall financial picture. We recognize the many facets of your financial well-being and, with a personalized approach, blend them seamlessly under one cohesive umbrella. Our team is dedicated to fostering growth, crafting exit strategies, designing efficient tax plans, and assembling advisory councils that contribute to your financial journey. As your trusted partners, we strive to alleviate stress and provide clarity, allowing you to advance confidently towards your goals.

Coordinating outside advisors can be challenging. However, at SevenBridge, we pride ourselves on expertly integrating various perspectives—ensuring your strategy remains aligned and harmonious. We prepare and plan for business succession or sale, consistently safeguarding your interests while empowering you with the knowledge and confidence to maximize your accomplishments. Our proactive approach enables you to navigate the ever-changing landscape of business and finance with ease.

Your business's success deserves to be nurtured and enhanced. That's why, at SevenBridge, we don't just supplement the capabilities of your CFO or CPA—we expand upon them. Our seasoned financial professionals work closely with you, augmenting your existing team's expertise to create a comprehensive financial strategy tailored to your unique needs and goals. By collaborating with SevenBridge, you truly gain access to an unparalleled financial partnership designed to secure and advance your hard-earned wealth.

SevenBridge Financial Group — Building A Bridge Between Where You Are & Where You Want to Be

Finally, corralling your council is an insightful exercise that provides you a compass to navigate your unique financial landscape. This team, tailored to your needs, works with you in achieving promising financial heights. We encourage you to take the first step—begin assembling your dream team today. 

Remember, your financial expedition is a significant chapter in your life's narrative, and we're here to assist you in writing a story of success and fulfillment. Do not hesitate to contact us to get started on your journey!

SevenBridge Financial Group is a registered investment advisor. Advisory services are only offered to clients or prospective clients where SevenBridge Financial Group and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor.

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

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For current SevenBridge Financial Group information, please visit the Investment Adviser Public Disclosure website at by searching with SevenBridge’s CRD #281037.

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