When it comes to your finances, there are four different resources you typically need to shield and grow your current and future capital. These resources include a certified public accountant (CPA), an estate planning attorney, a risk-management specialist, and a financial advisor. When in sync, this team can provide a solid platform of expertise that you can leverage to attain financial stability. At Pathstone, we like to refer to this team as the “Four-Legged Stool,” where each of these four professionals serves as an individual leg supporting you and your family so that you have a level and steady seat to work from as you work towards your goals.