Financial Planning Offering
Services:
New Client Onboarding:
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Facilitate collection of documents and information to be input into planning tools
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Create client profile in applications and planning tools
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Prepare new client recommendations and documents for first time plan delivery
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​Execute ad hoc data and report requests in support of financial planning and typically outside of general meeting cadence
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Establish billing system / set-up clients in billing system as part of initial onboarding
Add-on Services:
System Audits:​
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Monthly white papers or other collateral/content on hot topics that you can white label and send to your planning clients
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Facilitate end-to-end client billing process If using financial planning system as client portal, we can walk client through how to use the portal and do an overall technology introductory call with the client
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One-time or periodic audits of financial planning tools to generate a list of missing information for each planning client
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Project work as needed