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PAAM Program
Planning | Advice | Asset Management (PAAM)
Planning and Advice includes:
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Comprehensive financial plan (Money Guide Pro)
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Psychometric based risk tolerance assessment (Datapoints)
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Secure client portal and dashboard (Advyzon)
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Online budgeting tools and coaching
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Goal specific financial education to increase your financial wellness and reduce financial stress and anxiety (Financial Therapy)
Asset Management includes:
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Flexibility to manage assets on the custodial platform of your choice through our agreements with Schwab Investments and Pontera.
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Multiple investment strategy options that best fit your investing needs.
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The ability to pay fees from your investment accounts (Schwab only) or outside of your investment accounts (AdvicePay)
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