Creating Financial Plans for Advisors and CPA’s
What We Do
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We like to keep things simple. Drop us a line and let us know if you would like to work with us on an hourly basis, or you would like us to give you a quote for a flat fee deliverable. We will send out a questionnaire and respond with a cost and timeline. The typical turn around times for financials plans is three weeks.
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We are a nimble and boutique firm. This allows us to customize how we work with each of our advisors. We use eMoney for all plans, and our team are seasoned professionals with the sole aim of helping you deliver exceptional service to your clients. Our founder has 25 years of industry experience and has an extensive real estate and investment background.
Our Business Model
Finally! You have a choice: Flat fee financial plans or hourly paraplanning services depending on your business model. As former advisors, we understand that your time is best spent with clients and implementing solutions. Let us take care of the data and plan delivery while you deepen your client relationships. We strive to fit into your business model and avoid trying have you adapt to ours.
We work directly with you! We do not engage with clients. None of us are investment advisors nor do any of us work directly with clients. Our focus is staying in the shadows as a silent partner. We want to help you grow your practice. If you grow, we grow. It’s as simple as that.
