Collect initial “as is” information on the client and their assets.
Generate multiple solutions – not just individual investments. Show your client the entire picture.
Review solutions in light of taxes, lifestyle, returns and survivorship. Identify and address gaps so you can present a great plan to the client.
Use SIPS to compare actual status and progress for years to come.
Some text to show up under this icon…
© 2023 · Stuart Software Solutions | All rights reserved.