For Advisors/Financial Alternatives
Working with your client…
The Pacific Bridge Companies (TPBC) “Ohana Methodology” in action.
We employ our “Ohana Methodology” to help your clients explore and define their goals and aspirations.
We take the time to discuss and Discover Core Values.
Then we Fact Find… prepare and present a comprehensive Solutions and Strategic Planning proposal… followed by a complete Client Review… before moving on to Plan Implementation.
Finally we set up an Ongoing Evaluation and Review with you and your clients to update their financial plans to reflect changes in their life and business goals.
Working with you…
Your Ohana Development Team
As your client’s financial advisor, you will have your own TPBC Ohana Development Team, a dedicated group of professionals, to help you coordinate and implement your client’s financial plans.
Your Ohana Development Team ensures that your client’s goals are always first in everyone’s minds and fosters a spirit of open communication and cooperation between TPBC and all financial professionals involved.
A Global Network… that works for you.
TPBC provides you access to our global network of Ohana Members, specialized financial services consultants and companies who work with you and TPBC to meet your clients’ cross-border financial planning objectives.
The TPBC network of Ohana Members gives you and your clients a full spectrum of cross-border resources, knowledge, and capabilities so you are never without options and alternatives to meet your clients’ financial goals, whether today… or tomorrow.