WHAT ADVISORS ARE SAYING:
“FDC has helped me provide more value to prospects by showing that financial planning is much more than just managing investments. All of their “puzzle pieces” work together, and are affected by each other. FDC allows me to show that to them. FDC has also shows my existing clients that I have a planning process, and going through this process ensures that all areas of their financial lives are discussed and covered.”
“FDC Plan on Purpose helps us communicate the “why” to our clients about their financial planning strategies. In addition to financial planning strategies, clients can add information regarding their legal documents, the intent of the document, who’s in charge or who to contact if something were to happen as well as beneficiaries on outside accounts. This provides our clients with an outline of their entire financial situation that they can easily communicate to family and loved ones. It also helps our firm, and our clients clearly see if there are any outstanding items that need to be addressed, making meetings and follow up more streamlined.
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