Features and Benefits
To best convey the features and benefits most relevant to your situation, please click on the statement that best describes you.
- I’ve been working for a financial services firm and want to go out on my own, focusing on planning than production.
- I’m an independent financial services professional with a broker-dealer affiliation and want to switch to a Fee-Only business model.
- I already have my own SEC or state registered financial planning practice and want to provide accessible services with a sustainable business model.
- I am a newcomer to the financial planning profession and want to become a financial planner.