As a Financial Advisor:
When you develop a financial plan, are you spending too much
time on data gathering, research and analysis?
Does this hurt your ability to spend more time with your current
clients or market to prospects?
Delegated Planning brings expertise to your financial
planning practice, making the highly labor-intensive process
of data gathering, analysis and report creation more efficient
for you. We can save you time.
Our knowledge and experience in planning and technology allow us to make an immediate contribution to your firm. Throughout the process we work together so the final plan reflects your style for the client. Because of this collaborative process, you will have the confidence to answer client questions that arise during your plan presentation.
Delegated Planning also works closely with advisors to standardize systems and processes so that high-quality and consistent planning services can be offered to your clients in an effective manner.