Financial Plan Production
Your Voice, Your Style - Our Team, Our Time
Getting this time-intensive task off your plate is imperative for growth. Many advisors are worried that outsourced plans will not represent their unique style. Our plans do!
We have a team of dedicated case managers who write plans with an authentic advisor touch. As professionals with extensive field and client experience - we think how you think, we speak how you speak, and we understand how to make smart and meaningful recommendations to your clients.
Your voice and your style - our team, our time!
Flexible Solutions
We offer different levels of service based upon your unique needs and budget. We enable you to deliver impressive and personalized financial plans without the headache of having to hire, train and manage staff.
Our optional NaviPlan Live service enables our analyst to present plan strategies directly to your clients - providing additional value to their planning experience.
Whether you are looking for a just a little extra help, or you are trying to completely outsource all of your plan production - our team can help. Plus, the more plans you complete through our service, the more you save.
How the Service Works
We have a turnkey process for getting you started with our Financial Planning team:
Step 1.
Sign Up For Service
Sign Up For Service
Our Financial Planning service is for advisors who are looking for a long-term service provider (12-month minimum contract). We have several volume discounts available.
Step 2.
Preferences
Preferences
Advisors specify the type of software they want used, writing styles, and types of recommendations. We develop a template that can be uniquely adjusted for each case.
Step 3.
Deliverables
Deliverables
We handle the end-to-end data entry, detailed case review, and recommendations. After we write the plan, we meet with the advisor to review it and make requested revisions. A final draft is sent in PDF format.
Comprehensive 1st Year Planning
For new planning clients with no previous NaviPlan deliverable.
- • Data Entry
- • Data Confirmation
- • Case Solution
- • Written Deliverable
- • Corporate Office Delivery
Also Includes:
- • Insurance Illustration
- • Social Security Analyzer
- • Tax Control
Comprehensive Review Planning
Available for plans that were previously produced and closed in NaviPlan.
- • Data Entry
- • Data Confirmation
- • Case Solution
- • Written Deliverable
- • Corporate Office Delivery
Also Includes:
- • Insurance Illustration
- • Social Security Analyzer
- • Tax Control
NaviPlan Live
With this service, one of our analysts will participate in your client meeting and present the plan strategy to the client.
NaviPlan Live Sessions are not eligible for volume discounts.
Special Volume Discounts
How to Begin
Want to learn more about this service? Find out if our service is right for you. Complete our quick contact form, and one of our representatives will reach out to you or use our live chat feature below.
Financial Planning Team
mjohnson@keymanagementgrp.com
aalltop@keymanagementgrp.com
tliedke@keymanagementgrp.com