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paraplanning
Client Fact-Finding
Gather client information (personal details, financial goals, risk tolerance)
Review client's current financial situation
Identify any gaps or areas of improvement
Research and Analysis
Analyze client's financial goals and risk tolerance
Conduct research on suitable investment options
Evaluate different financial products and solutions
Recommending Strategies
Develop a financial plan based on client's goals and risk profile
Recommend specific investment products or strategies
Provide recommendations for tax-efficient strategies
Documentation and Reporting
Prepare a comprehensive financial plan report
Document all recommendations and rationale
Present findings and recommendations to the advisor and client
Implementation and Monitoring
Assist with implementing the recommended strategies
Monitor the performance of investments and financial plan
Provide ongoing support and adjustments as needed
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