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Professional Connections

Professional Connections

At Paper Tigress, we want to support our clients even if their needs are outside the scope of the services that we

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Collaboration for Client Success

provide.  We visit many of our clients in their homes and often work as part of a team of professionals to support the needs of the client as well as making communication and information transfer easier for other professionals.  We are ethically bound to put client interests first, so client permission must always be given before information is shared.

RELATIONSHIPS ARE KEY

If you are a professional who has clients who might need our services, or feel that we may have clients who might need yours, we would like to get to know you!  Building client trust is not always easy and we feel sure that you would want to get to know us as much as we want to get to know you before a referral is made.   Contact Us through the website page, or give us a call at the number above.

STAY IN TOUCH

If you want an occasional update from us; a reminder that we are available to enhance your clients’ experiences, you can sign up for our quarterly newsletter for our professional network.   Tigress Touch(TM)  and/or connect with us using the Social Media links below.

REFER

Should you come across someone who is either overwhelmed with personal finance matters or wishes to document their affairs, there are 3 easy ways to connect them to us:

  1. Download this pdf and send it to us securely.
        PT Referral Form
            
  2. Share this website with your client so they can explore.
  3. Call us or email us from the Contact page.  (We can’t publish an email or we risk too much spam!)

Be sure to let us know who YOU are too.  We will keep you as informed as we can.

WE make YOU look good!

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NOW AVAILABLE! The Paper Tigress Legacy Organizer & Executor HandbookTM, a part of our Legacy of LoveTM Program! See Products & Services. Dismiss