CONTINUITY PLANNING
FOR ADVISORS
Action steps during the unexpected incapacity or death of a Financial Advisor.
Continuity Plan:
Focused on Solo Advisors and Small Firms:
Discover a tailored approach for small teams and individual advisors, standing out from sea of enterprise-focused options.It’s MORE than a Legal Document:
Ensure peace of mind with an "Actionable" Continuity Plan that goes beyond a legal document to empower you to navigate any emergency situation.A Fiduciary Duty:
Ensure business continuity and protect client relationships with a plan that instills trust and demonstrates dedication to safeguarding their interests for the long term.
CONTINUITY PLANS FOR ADVISORS
What to Expect
PACKAGE PRICING
(excl. Legal Fees)
$2,000
Exclusively for Fee-only RIAs.
Includes both Continuity Partners; Identifying your Continuity Partner is a Pre-Requisite.
MEET YOUR EXIT PLANNERS:
BROOKLYN H. BROCK, CFP®, CEPA®, CHFC®, CKA®
Lead Exit Planner
TIFFANY LEE, CPRC®
Associate Exit Planner
