Support & Operations for Tax Professionals & CPAs
·¬ÇÑÊÓƵapp Planning Partnersâ„ was born from a CPA firm, so we understand the challenges you face to successfully launch a wealth management program within your accounting practice. Our proven, turnkey model provides support at every level, so adding financial planning and wealth management services to your firm has never been easier. Our team provides best practice guidance to establish the vision for wealth management within your firm, strategies and tactics to drive adoption and accountability, and the tools and resources for client development.
Your Dedicated Financial Planning Consultant
Meaningful client relationships are key to you and your clients’ success. That’s why ·¬ÇÑÊÓƵapp Planning Partnersâ„ provides you with a dedicated, salaried financial planning consultant to work with each of your clients and start the holistic planning process. Your financial planning consultant focuses on what drives your client and builds a financial plan based on what matters most to them – hopes, dreams, and preparation for life’s surprises.
A Team Built Around You and Your Clients
·¬ÇÑÊÓƵapp Planning Partnersâ„ is made up of highly specialized team members who bring a unique approach to your client’s individual needs while developing efficient, repeatable processes that work. In addition to your financial planning consultant, ·¬ÇÑÊÓƵapp Planning Partners provides:
- Client development specialists to examine your book of business for opportunities and help craft an introduction for you to clients and prospects.
- Experienced planning team who specializes in building and modifying financial plans in conjunction with financial planning consultants and the Financial Professional.
- Comprehensive, compliance-approved marketing materials for your use to showcase ·¬ÇÑÊÓƵapp’ in-depth planning experience, tax-intelligent investing approach and other available services.
- ·¬ÇÑÊÓƵapp Planning Partners Investment Advisory Committee to perform independent oversight of investment portfolios.
- Relationship managers to guide you and your team on best practices for launching wealth management services within your firm.
- Training and development team to help those new to wealth management on how to position themselves as the trusted guide in their client relationships.
- ·¬ÇÑÊÓƵapp Retirement Plan Servicesâ„ offering a full suite of services by our in-house employees.
Looking to grow your business as part of a supportive community?
Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an ·¬ÇÑÊÓƵapp financial professional.