We can support your financial planning capabilities any way that works for you. You can outsource financial planning entirely to us or just utilize us as outsourced support. We can:

 

  • Input data
  • Create plans
  • Present plans to clients with you or for you
  • Or conduct the entire process

 

Utilize whatever level of service is most valuable to you.

As a financial advisor, your goal is to empower your clients with tailored strategies that navigate the complexities of their financial lives. At the same time, the intricate landscapes of financial, tax, and estate planning can often strain your resources and expertise. Here’s where TAG Planning comes in – a committed partner that enhances your advisory capabilities which can strengthen your relationship with your clients. Our team of seasoned planning experts brings extensive experience and specialized knowledge, empowering you to enrich the scope and quality of your advisory services.  If you are looking for expert guidance to navigate elaborate planning scenarios, support in developing advanced financial, tax, and estate plans, or a reliable ally to handle specific tasks, TAG Planning is your strategic partner.

We can work in the most popular planning systems

The process is easy

Sample Engagements

  • TAG Planning collects and inputs data into a financial plan.
  • Suited to organized clients and advisors who are comfortable making final edits to and presenting the financial plan.
  • TAG Planning works with the client to collect their information and assists the advisor in preparing the final plan.
  • Suited to clients who need some help organizing their information and advisors who would like the opportunity to consult with an experienced advisor before presenting the plan.
  • TAG Planning is involved with the client engagement from start to finish, from gathering together the data to presenting the plan to the client.
  • Suited to advisors who want to outsource the planning process.

Services are billed by the hour – use as much or as little as you like.

We will walk you through the entire planning process – from what we think it will cost to what you charge your client.

Let’s discuss how we can help. Click on the button below to schedule a 15-minute consultation.

Your TAG Planning Team

Anna Vollenweider

Managing Director

Anna directs TAG Planning and serves as the lead financial planner. With 20 years of expertise as a financial professional, she also manages her own financial planning practice. Prior to establishing her independent company, Anna oversaw financial planning at two other firms.

Melissa Naylor

Paraplanner

Melissa’s responsibilities include collecting financial planning data as well as crafting and updating financial strategies. With 20 years of experience assisting financial professionals, she not only contributes to developing financial plans but also supports advisors in refining and optimizing their planning procedures and systems.