Services & Softwares

My primary services include creating the financial plan for the advisor, starting with a meeting to discuss the client’s situation up to and including delivery of the finalized financial plan document.

Step 1

Meet with Advisor

I will meet with the advisor to discuss the client’s situation.

Step 2

Collect Data

I will collaborate with the advisor to collect the client’s data, review the data for accuracy and completeness.

Step 3

Input Client Data into Financial Software

I will input the client’s data into the advisor’s financial planning software.

Step 4

Build Financial Plan

I will build the financial plan document, including multiple scenarios and client recommendations.

Step 5

Deliver the finalized financial plan

After reviewing the financial plan with the advisor, I will make any modifications to create a finalized financial plan which the advisor will present to the client.