holistic planning

The Investment Planning Statement

The Investment Planning Statement serves as a single point of truth in consolidating all the information gathered throughout the financial planning process. Completing this document provides an extra layer of protection and proof of documentation that you followed a best interest process to create your client’s plan. Open the content by clicking on content link […]

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The Bucket Plan® 2.0 Holistic Planning Process OVERVIEW

This is the overview training for The Bucket Plan 2.0. Planning for a secure and prosperous future requires more today than any other time. With our unique approach, we provide personalized care, professional expertise, and active support to ensure your client’s dangers are eliminated and opportunities captured. The Bucket Plan® 2.0 Holistic Planning Process provides

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The Tax Management Journey®

The Tax Management Journey® provides you with knowledge to further support you as a holistic advisor. This 7-step process that covers important tax topics including: Understanding the Order of $, Measuring your tax bracket, Avoiding Marginal Tax Traps, Allocating Tax Sensitive Assets, Gifting Strategies, Pay Now vs. Pay Later, Managing Your Dynamic Bracket and more.

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The Pyramid of Risk

The Pyramid of Risk is a method to help educate clients on investment options, explain where investment options fall on a high-to-low risk scale, and shows where their current portfolio falls in comparison to the recommended high, medium, and low risk categories. Open the content by clicking on content link below ‘Course Content’. To access

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Family Estate Organizer®

This course provides you with a detailed overview of the Family Estate Organizer, the benefits to you as an advisor, and the benefits to the prospects and the clients to whom you offer this value-added service. You are going to hear about key tips, tools, and best practices that make the utilization of this tool

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