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Method 10 Seasonal Planning

We subscribe to the comprehensive financial planning philosophy — a commitment to addressing all relevant areas of a client’s financial situation. In an effort to ensure that we are able to provide the best possible service to our clients we offer financial planning to our clients for a fixed fee under the Avantax Seasonal Planning program.

The program includes two different models that can be offered to clients — the Financial Plan Only model, which is a limited client engagement that provides for the delivery of a financial plan with associated recommendations, and the Seasonal Planning model, which is an on-going premium planning engagement with the client that includes the delivery of the financial plan and a four meeting per year client service model. The content and sequence of the service cycle is based on the science of neuroeconomics, which seeks to explain human decision making and the ability to process multiple alternatives and follow a course of action.

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