Through Financial Transparency you can offer your clients the following financial planning services:

Step 1: Complete the Financial Planning section of the Financial Transparency Advisory Agreement. We can review with you typical fees advisors charge, if you wish.

Step 2: Determine how you want to collect data from the client. The PDF option is available and if you want to have the client complete the online portal version, call us so that we may set it up for you.

Step 3: Once the client has provided the information, if it is a PDF, simply return the document to us, if data was gathered in the online portal we will automatically be notified.

Step 4. We will prepare the analysis for you to review and send to the client.