How do I coordinate my CPA, financial planner, and investment strategy?

Usually, it takes one of your financial professionals quarterbacking the planning. A high level financial advisor should do this. You need someone that can see the entire picture and understands it all enough to make sure it aligns.
Most people have to do this job themselves. If you do not understand the financial world well, it can be super difficult to do. This can leave you feeling like your CPA doesn’t really understand your business, your investments don’t match your goals, or just a general worry that you are missing something.
It can be great to ask a potential financial professional how they engage with the other advisors in your family’s lives. You should make sure that their approach will cover all of the areas that you want help.