Join Our Team
If you are a CPA and desire to offer Personal Financial Planning, consider our fee-for-service model:
- We offer Personal Financial Planning without managing assets and without selling products
- Provide independent and objective advice to your clients
- Proven model
- Increase your presence and credibility in your community
- Be a part of history and help Personal Financial Planning become a recognized profession instead of a sales tool
- Comprehensive training program
- Market exclusively through a network of select professionals, such as attorneys, trust officers, CPAs, investment and financial advisers
- Become your client’s advocate
- Client implementation rate is 100 percent
- The majority of clients recover their fees in the first year
- Training to become a fee-for-service personal financial planner provided by Financial Planning Advocate, LLC.