advisors organize client accounts, assess risk exposure, and coordinate with outside professionals such as CPAs to align financial strategies with client goals. Shiman Partners uses a structured process from introductory calls through ongoing review meetings to design and adjust plans for cash flow, equity compensation, business succession, and multigenerational wealth. The firm also leverages planning tools and platforms, such as AdviceWorks, and a resource library of articles, videos, and calculators to support ongoing client decision-making.