Services for Professional Advisors

Add immediate value to your suite of client services by custom designing the financial planning resources that are right for your advisory practice and your clients.

Template Preparation

• We will create a financial plan template specific to your needs and those of your clients;
• You will have the flexibility to present one or more modules that apply to your client when your timing's right;
• We can model more than one scenario for your clients, depending on the situation; and
• Customized content supports your brand and marketing messages. 

Data Input

• We can assist you with the actual preparation of the financial plan to the degree that you wish;
• We are experts in the use of Naviplan Extended software and will input the data accurately and efficiently;
• You will first need to prepare a list of assumptions that reflect the client's current situation;
• We will then use that list to input the information to the software; and
• Minimal work for you, freeing you up for higher value activities.

Report Preparation

• If you choose, we can produce the report after inputting the data for you, essentially saving you time that you can otherwise devote to other immediate tasks;
• The report will be prepared based on your specifications;
• We will be happy to revise the report after presentation based on the results of your meeting with the client;
• If you wish us to draw conclusions and make recommendations, we can also do that; and
• A cost-effective way to ensure stress-free, professional quality work.

Complete Client Care

• If you have neither the time nor the expertise to prepare a financial plan we can take charge of that for you;
• We will meet with the client and as soon as the report is complete and your client's needs have been met, they return to your firm; and
• You can count on our objectivity because we offer unbiased, fee-for-service advice to complement, not compete with, your practice.