Your Family CFO: Administrative Services

One of the key roles we play as our clients’ Family CFO is that of administrative coordinator for their financial lives. People don’t fully appreciate just what that involves until after they become a client and experience it for themselves.

Lisa Curles, Senior Client Service Specialist and Stephanie Roberts, Client Service Specialists have been with SHWM for 16 and 8 years, respectively. They are the “go to” for our clients for a variety of requests and projects. Some examples include:

Processing your paperwork for your new account with SHWM. Lisa and Stephanie understand the ins and outs of opening a new account with us and transferring from your previous provider. They make the process seamless and painless and work closely with the entire SHWM team to make sure we are all on the same page.

Accessing your accounts and information. Administrative services include handling transfers, providing access assistance (Schwab and our secure portal) – including those “I forgot my password” calls, instructions and understanding statements.

Calls and meetings. Both Lisa and Stephanie are available for calls on any topic and if they don’t know the answer, are responsive and adept at helping find the right answer. When clients come in for a meeting with SHWM, chances are good that either Lisa or Stephanie will join the meeting or at least drop by to say hello. We think it’s important to put a face with the voice on the phone, but more importantly, we like to stay in touch in person so that clients are comfortable reaching out to us whenever needed. We also work with the SHWM team and clients to get meetings scheduled at times – and locations – convenient to clients.

Women’s Group. About 40% of SHWM’s clients are women. Lisa and Stephanie (and others in the firm) are members of an internal group that meets regularly to make sure we are addressing any emerging wealth or financial planning issues for women. We offer an occasional social or educational gathering through our Women of Meaning group, as well.

Knowledge sharing. Lisa and Stephanie both are contributors to our web site content. Most recently, Stephanie wrote an article on how we protect our clients from email scammers. That can be found here. Lisa has an article coming out in a couple of weeks on Women and Wealth. Look for it on our web site soon.