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Financial Planning- Outsourced
Planning
From IKW website: InKnowVision is a national consulting firm and a leader in the design and development of wealth transfer planning and income tax solutions for attorneys, financial professionals, family offices and accounting firms who serve affluent individuals, families and business owners. We provide all of our Advisors with planning capability leading to comprehensive engagements, higher client retention and satisfaction in the high net worth market.
From Fw website: Financeware provides advisors a framework for combining their insight with industry-leading probability analysis software. This process, called Wealthcare, moves advisors from simply providing static financial planning and reporting to an approach creating and updating advice tailored to their clients on an ongoing basis. For an in-depth discussion of the entire Wealthcare process, including scripts and a sample presentation, click on the link to access the Complete Guide to Wealthcare. ASSESSING LIFE GOALS Understanding your clients' life goals and their priorities among the goals means understanding your clients. By rethinking risk in terms of meeting specific goals-such as retiring early or traveling the world--rather than using mathematical risk tolerances, you are better able to understand your clients' needs and to create investment strategies that meet those needs. Our wealthcare questionnaire is the first step in this process. Click here to download an effective and powerful presentation to demonstrate to both prospects and clients your value proposition as a Wealthcare Advisor. DIAGNOSTIC METHODS Your clients demand an investment strategy that accounts for and evolves with the changing nature of their lives. Software that can effectively determine the probability of confidently and comfortably achieving life goals must be applied to stress test and measure the investment strategy you build. Our diagnostic methods are an integral part of the Wealthcare process. Working with Financeware you can measure your financial strategies against simulated market performance over thousands of lifetimes. Using three distinct calculation methods, our software eliminates assumptions that detract from the utility of the analysis and increase client confidence in the results. SOLUTIONS Only one measure of an investment strategy matters: your clients' realization of their valued goals and dreams. If you try our probability analysis software, you may be surprised to find that financial plans that once seemed achievable now appear unacceptably risky while other dreams that seemed unreachable may be accomplished for a client. Through an engagement with the Wealthcare process and a holistic approach to your clients' financial lives, you will be able to deliver solutions that exceed your clients' expectations.
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