We serve clients at seven levels. In conjunction with service offered at each level, we provide a valuable deliverable that clearly displays how we add value.
The Seven Levels
of Service Provided By A Capable Planning Team
C
COUNSELOR
FAMILY WEALTH STATEMENT
A
ANALYST
FINANCIAL CHECK-UP
P
PLANNERS
VALUE PROPOSITION LETTER
A
ADVISOR COORDINATOR
TACTICAL PLAN
B
BINDER / PUBLISHER
COMPREHENSIVE PLAN
L
LICENSED IMPLEMENTERS
IMPLEMENTATION
DOCUMENTS
E
EVALUATOR / EDUCATOR
ANNUAL UPDATES
The title "Analyst" typically refers to an adviser who has an Investment Advisory Representative or CPA credential. Not all members of our firm are IARs or CPAs. Nor do all members of our firm offer all of the services listed on this page.
