top of page

The Liability Review Process for our Partners

We're here to make it easy and commonplace for professionals who manage any part of the financial picture to work together.

Here's how we do it

Go Team

Why Liability Advising is Important

Before we dive into the process, let's chat about the reason for it... clients benefit from working with us for a lot of the same reasons they benefit from working with you (we just manage a different side of the balance sheet). 

We saw the reasoning and importance of our partnership but realized our system isn't set up to make the collaboration convenient or common-place, which is what we're trying to change. 

In today's complex financial landscape, it is important for individuals to be aware of and manage their financial liabilities to avoid costly financial losses and legal disputes.


Financial liability advising can help clients make informed decisions that minimize their financial risks and protect and grow their assets.


It can also provide peace of mind, knowing that a knowledgeable professional is monitoring and managing their financial liabilities.

Challenges Liability Advising 
Can Help Solve

Challenges Liability Management Can Help Solve
things liability management can solve image.png
Sitting at a lake at sunset
The Process Overview


Young Business Colleagues

Individualized Solutions

We customize a streamlined process for you and your clients. 


Working from Home

The Liability Review Interview

You provide us the information for the requested review. 


Business Team

Strategy & Implementation

We collaborate with you to determine the best strategy for the client. 


Team High Five

Ongoing Value &


We partner with you to keep the client on track and for future reviews and support. 

Step 1


Business Meeting

Our partners are in control throughout this process and can choose how hands-on or off you want to be. 


If we're not given direct instructions to contact the client, we will filter any information or correspondence through you. Our goal is to provide value and an individualized experience for you and your clients on YOUR TERMS.


Some of our partners fill out the Summary form and have us contact their clients for the rest, while others are the point of contact for everything and we never directly talk to their clients (and some fall somewhere in between).


If the client initiates direct contact with us or becomes a client, we may need to manage some correspondence separately, but the conversation will always be that we all need to be included in financial decisions and strategies.


We are constantly improving and streamlining our partner experience and welcome the opportunity to develop custom processes and forms to work with your business model and goals to make things easier.

Step 2


The Liability Review
Working from Home

The information we need to complete a liability review is specified on our Summary Page and Interview Forms.

While we do have generic review forms, ideally we'd like to understand what information you already gather so we can customize a streamlined and simplified form to limit the additional time and effort on your part to the extent we can. 


We offer Comprehensive Liability reviews, Express Mortgage reviews, and Specific Focus reviews.

Any combination of the following methods can be used to provide information/documentation:

  • Joint phone/video calls with the clients

  • Phone/video call with your team

  • Secure uploads to our web portal (contact our team if you need logins set up or reset)

  • Direct contact with the clients (per your direction) for any additional information or documentation needed

New to the process or have questions? Schedule your Interview Walk-Through today

Ready to Submit information for a Liability Review? 

Step 3


Business Team

Once the review is completed, we'll coordinate a time to discuss any recommendations to ensure they complement and support your overall strategy for the clients.


If we have no recommendations, we'll provide a review form showing what we reviewed that can be shared with the clients.


If there are recommendations for the future, we'll collaborate with you to develop a plan to keep the clients informed and on track. This will include whether or not you want us to correspond with the client or if you would prefer to be the main point of contact.

Step 4


Team High Five

For each review we complete: ​

  • Each client will be added to our automated system that monitors for future benefits (such as removing mortgage insurance, lowering their interest rate, etc.) - we will continue to correspond through you unless directed otherwise. 

  • Subsequent reviews will be prioritized and more efficiently completed.

  • We will continue to be involved (as much as you request) to keep clients on track with goals.


The goal is for this to be an ongoing relationship for everyone, not just a one-time solution!

bottom of page