We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value.
We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan.
We believe in Win-Win situations — it’s mutually beneficial for the planner and clients.
We believe in checklists, the power of checklist and how they can transform your life, your clients life one simple action at a time.
What We [MyPlanMap] Do
We help Advisors tell their story better for their Clients.
We help Advisors by making your Financial Advisor more visible, dynamic in a way that helps remind, nudge the key recommendations on Financial Planning.
We create simple, easy to understand client financial review template for Advisors.
Advisors can easily create one or many templates and load them onto MyPlanMap.
Each piece of Advise (and the structure of the advise) is never lost; you can template your advise, and repackage it for Clients in the future.
Keep a library, timeline of your Client advice ready to be deployed again.
Easily create and save your Advisor in a financial advisor client meeting checklist.
