Let us do the heavy lifting
We know your time is best utilized when you’re face to face with your clients, so let us provide a thorough analysis of their financial picture so you can spend your time goal setting. Our team of CFP®’s is here to develop financial plans and guide you throughout the planning process with your clients. With quick turnaround times, rest assured you will be prepared for your next client meeting.
We understand you may have a successful planning process, that’s why we don’t push our planning system on anyone. But if you’re only looking to be more efficient with your current process, let’s chat. For those looking for a track to run on, look no further. Our system was developed by a top advisor, so you know it’s successful.
Working with our CFP®’s is as easy as 1, 2, 3….
Fill out a client planning submission form.
Submit a client intake form that gives us an idea of the client’s general information, risk tolerance and financial picture.
Securely upload client’s financial statements to your personal profile.
Upload your client’s different statements and financial documents securely to your personal profile. Once received, we will complete a Morningstar analysis.
Review our analysis and recommendations.
After we complete an initial analysis, we will highlight where we feel the client should be cautious and what changes could be made to better their situation.