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