Our Services
For Professionals
For CPAs
Expert resources to help you and your client thrive
Santa Barbara Fiduciary honors and appreciates the time, energy and compassion our tax and financial colleagues have invested in your client relationships. We enable you to show clients that their estate plan, peace of mind, legacy, family is your priority & your committed to ensuring they’re taken care of with expert, tailored resources and tools that exemplify your understanding of the mechanics of estate planning and your ability to work quickly and efficiently carrying out their plan.
A fully collaborative approach
When you’re a Santa Barbara Fiduciary client, you’ll experience a level of service and personal attention that’s hard to find elsewhere. Getting to know you and your practice, plays an essential role in how our expert fiduciary team serves your needs. We become familiar with you and your practice in order to deliver the best solutions and planning for your situation.
What We Offer
Review and analysis of Clients' existing and/or proposed estate planning documents.
Preparation of standard & pertinent internal file notes, including a Quick Reference Summary (General, Estate Plan and Other Info), in order to establish Client information and efficiently reference and carry out Client’s plan.
On demand access to recommendations, implementation and/or coordination the estate planning services needed to ensure your Clients' plan’s success.
Benefits of partnering with us
Seemlessly provide you clients guidance when changes in their personal situations require changes to estate plans.
Implement and maintain a practical approach to getting involved.
Know when changes in plans should be considered, especially for changes in the law and as those relate to our clients’ situations
Facilitate more personal, purposeful, strategic and intentional planning
For Professional Fiduciaries
Our Why
Great leaders don’t do it alone. They seek outside assistance to help scale their teams, their goals, their companies and improve the ride for themselves.
We believes life’s too short to re-invent the wheel or to be trampled on, and we’re guessing that you believe the same thing. Our goal is to equip you to reach yours, with the tools, systems and support you need to build an office and a lifestyle you love.
How We Do It
Progress takes consistency in focus, training and accountability to propel you to the next level of success. Our strategies and recurring coaching sessions are designed to give you the strength to overcome obstacles, achieve more and experience a shift in the quality of your business. We become a trusted confidante — providing you with a peer-to-peer sounding board.
What We Do
Whether your business is just starting out, or you need help growing your company, strategic planning, or navigating a challenging landscape, we will help you leverage the most effective tools and evidence-based best practices to help you achieve results. We will assess your goals, identify barriers to growth, and develop a customized plan to help ensure your success.
You’ll get one-on-one meetings every ten to fourteen days and have expert guidance available to keep you on track. During these meetings, you’ll set clear goals and map actions plans to achieve them. You’ll be guided through execution of your strategic plan while also helping you build and maintain a business that consistently achieves results and meets your specific objectives.
Professional fiduciary business coaching is your ultimate tool to success as a professional fiduciary.
Benefits of partnering with us
Gain Clarity & Confidence
Develop your strategy
Get the right tools
Thrive in hard times
Monitor performance
Innovation
“Life is a gift and it offers us the privilege, opportunity, and responsibility to give something back by becoming more.”
-Tony Robbins
