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Working Together: Attorneys & Planners

How Do a Financial Advisor & an Attorney work Together | Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning & Dan Waters - Partner at Lamson Dugan & Murray, LLP
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Working Together - Summary | Dan Waters - Partner at Lamson Dugan & Murray, LLP & Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning
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Proactive Conflict | Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning & Dan Waters - Partner at Lamson Dugan & Murray, LLP
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Initial Client Meeting | Dan Waters - Partner at Lamson Dugan & Murray, LLP & Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning
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Client Responsibility | Dan Waters - Partner at Lamson Dugan & Murray, LLP & Brandon Dirkschneider, CFP®, CAP®, FSC, CLTC® - Chief Executive Officer at Coordinated Planning
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Experience Our Coordinated Process

You've seen how our collaborative approach works. Now, let's apply this strategic framework to your financial life and build a roadmap for your future.

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