Where planning usually breaks down
Planning work competes with compliance work, and compliance has deadlines. Projections get pushed past April, then past October, and the clients who asked for planning hear back late or not at all.
Hiring is the usual answer, but experienced planners are expensive and hard to find, and a new hire takes months to work at the standard your partners expect.
What changes with EquityNav
Your staff sends the client file and receives a finished plan, typically within 10 business days. The analysis, the write-up and the first review are done before it reaches you.
- Partners review a signed plan instead of building a first draft
- Planning can continue through filing season
- Your firm decides which clients get a plan and when
- Plans can be priced as a separate engagement or included in an advisory fee
How it fits your practice
Plans go out on your letterhead and in your firm’s name. We do not contact your clients, and your firm remains responsible for the advice it gives. Many firms start with a small group of clients who have already asked about planning, then extend it across the practice.