Share Your Trusted Advisors | Intentional

Your Advisory Team

Help us work better for you.

When your advisors are working from the same picture, the advice you get is better. Share your trusted contacts below and we will handle the coordination.

Your Advisors

Fill in what you have. If a relationship does not exist yet or you are not sure, leave it blank. There are no wrong answers here.

CPA or Accountant
Tax preparation, accounting, and financial reporting
I have a CPA or accountant
Business or M&A Attorney
Transactions, contracts, entity structure, and exit planning
I have a business or M&A attorney
Estate Planning Attorney
Trusts, wills, generational transfers, and legacy structure
I have an estate planning attorney
Bookkeeper
Day-to-day books, reconciliation, and financial records
I have a bookkeeper
Insurance Broker
Life, disability, liability, and business insurance
I have an insurance broker
Commercial Banker or Lender
Business credit, lines of credit, and lending relationships
I have a commercial banker or lender
Business Broker or M&A Advisor
Buy-side and sell-side transaction advisory
I have a business broker or M&A advisor

The contact information you share here is used solely to coordinate on your behalf. We will never reach out to any advisor you list without your explicit knowledge and permission. Your information is stored securely and is never sold or shared with third parties. You may request removal of this information at any time by contacting us directly at lily@i10wealth.com.

By submitting this form you acknowledge that Intentional LLC may store the information provided in accordance with its privacy practices and Regulation S-P obligations.

Thank you.

We have what we need. We will be in touch when coordination makes sense.