Here are five different financial planning models. Which one do you use?
Transaction BasedA minimum of one service contact per year.
No FeeCommissions earned on product/investment sales
Planning BasedA minimum of two service contacts per year. Includes all of the previously mentioned as well as comprehensive, in-depth analysis of some or all of the following areas:
Fee Only OR Fee and CommissionThis planning option uses an economic model which is dynamic and provides an integrated and coordinated process. It is holistic and based upon cash flow.
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Business PlanningCPA Strategic Partnerships