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Jon consulting with staff

PAAM Program

Planning | Advice | Asset Management (PAAM)

Planning and Advice includes:

  1. Comprehensive financial plan (Money Guide Pro)

  2. Psychometric based risk tolerance assessment (Datapoints)

  3. Secure client portal and dashboard (Advyzon)

  4. Online budgeting tools and coaching

  5. Goal specific financial education to increase your financial wellness and reduce financial stress and anxiety (Financial Therapy)   

Asset Management includes:

  1. Flexibility to manage assets on the custodial platform of your choice through our agreements with Schwab Investments and Pontera.

  2. Multiple investment strategy options that best fit your investing needs.

  3. The ability to pay fees from your investment accounts (Schwab only) or outside of your investment accounts (AdvicePay)  

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