Locust Valley, NY (PRWEB) February 9, 2006
With the scope of a Certified Public Accountant changing in recent years, tax planning and preparation are only the basics necessary to counsel clients through their life transitions. Understanding the psychological factors and responses to these stress points is the new dimension addressed through a unique curriculum provided through “3 Dimensional Wealth International.”
“After over 20 years in private practice, I am certainly becoming a better advisor by addressing the multiple needs of my clients. The C3DWP® designation has not only given me practical tools to more effectively work with my clients but it also distinguishes me from the other CPA’s who have failed to move to the next level of practice development.” – Ken Dillenbeck, CPA, CLU, ChFC, C3DWP
The premise of 3 Dimensional Wealth is that wealth is more than just money. “Total wealth” includes ones personal wealth (who you are), social wealth (how you make a difference), and financial wealth (what you own). A financial professional who acknowledges the multi-dimensional aspects of planning a client’s wealth will be better equipped to provide multi-generational advice to clients and their families.
Mr. Dillenbeck is the president of The Tax Advisory Group, Inc. and is affiliated with Monroe Diefendorf, Jr. the founder of 3 Dimensional Wealth International. Diefendorf Capital Planning Associates operates a multi-disciplinary practice which includes a tax advisory firm, plus their own broker dealer, registered investment advisory, financial planning and insurance benefits firms.
For more information, please call 1-877-3D-Wealth or go to http://www.3DWealth.org.