Transition to “Forward-Looking”, Holistic Planning
For Creating General Planning Opportunities With Clients
We teach you how to combine “Proactivity with Process” with your best clients
The first step to transition from “backwards-looking” to “forwards-looking”, proactive and holistic planning is to have a system and a process to help build your confidence. We do this through a personal, 90 day coaching program, that helps drive new habits and focus on “early wins”. This coaching is combined with planning tools, as well as creating your tailored and branded Virtual Family Office that enables even the smallest accounting business compete and win. Our entry level, “Core Services” gives you the framework, scripts, and guidance needed to have proactive and holistic conversations with clients that lead to valuable opportunities across a range of solutions.