How We Work

 

Flexibility​ 

We are able to assist with as much or as little of the planning process as you need, from entire plans to individual reports, including:

  • Social Security Timing Reports

  • Pension claiming analysis

  • College Cost analysis and savings strategies

  • House Purchase planning

  • Software to Software Transfers

  • Retirement Spending 

Customization 

We are a vendor with an employee mentality. We become an extension of you, the advisor, customizing each plan to your style and vision.

  • We brand the final plan output with your company information.

  • The software we work on is driven by the advisors we support. 

    • We are fluent in eMoney, NaviPlan, MoneyGuidePro, Right Capital, Advizr and create customized Excel financial models and presentations if appropriate.

 

Team Approach 

Our team approach to financial planning allows us to bring different ideas to the table, adds capacity, and allows for internal peer review. 

  • Thomas is a CFP® and is experienced in working with planning software.

  • Geri has experience with marketing communications, operations and data entry.

 

Competitive Fees 

Our fees match the flexibility of the specialized services we provide our clients.

  • We bill $97/hour.

  • There are no minimum engagement requirements or long-term contracts.

  • The number of hours in an engagement depends on the scope of the work required.

    • Project progress is tracked and available to clients.

    • On average, a typical plan takes 10-15 hours to complete.  

 

Contact us to discuss how we can help with financial planning in your practice.

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