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Setting goals is a key part of the financial and tax planning process. As a CPA you are perfectly positioned to help your clients navigate this journey. You will receive for free as well as learn how to use the Personal Finance Scorecard, and start conversations with your clients and prospects about their financial goals and needs. This tool will help you transition your current tax clients into financial planning clients, while expanding your service offering.
In Part II of Building a Tax and Financial Planning Advisory Business, Susan Tillery, CPA/PFS will show you:
- How your tax-focused relationship with individual, family and business owner clients can help you identify personal financial planning opportunities in estate, retirement, risk management/insurance, and investment planning.
- Actionable strategies using resources developed by leading CPA financial planners to identify and act on planning opportunities.
You will also be introduced to the different roles the CPA can play with their planning clients and look at best practices for setting fees and the professional responsibilities for financial planning.
Course Objectives:
- Explore a tool specifically designed for the CPA to transition current tax clients into personal financial planning clients
- Identify the role you will play with your planning clients
- Analyze best practices for fee setting and professional responsibilities
- Review key actions in the evolutionary journey towards a tax and financial planning advisory services business approach for your clients
View Part I of the series here.
Susan Tillery
Paraklete Financial, Inc.
President / Co-Founder
[email protected]
(678) 290-3930
Susan M. Tillery is President and co-founder of Paraklete® Financial, Inc. Susan has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Susan’s firm provides integrated fee-for-service financial planning. Paraklete® Financial, Inc’s focus is on independence and objectivity. The firm acts as An Advocate in Financial Services® for its clients and therefore, does not manage assets or sell products.
Susan is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in graduate programs in accounting, business and law. Additionally, Susan has co-authored The AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) Body of Knowledge and successful completion, with related experience, permits participants to obtain the PFS Credential.
About Our Presenter
Our advisers are tenured professionals who embrace a “hands on” approach to financial guidance and who truly care about making your financial dreams a reality. As your Financial Planning Strategist, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.
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