NNP clients know the importance we place on having a sound financial plan. We believe that planning is critical to long-term financial success and is the predominant part of our client consulting process. We have recently implemented two enhancements to our planning capabilities in an effort to further strengthen our client’s experience:
- We now have two full-time employees dedicated 100% to financial planning. Lauren Starks joined our firm in spring 2018 as our Senior Wealth Planner. Lauren is a Certified Financial Planner with more than 12 years experience in the wealth management industry. She oversees our financial planning department and works closely with both our advisors and clients. Joining Lauren in our financial planning department is Sarah Carter Farmer. Sarah Carter recently graduated from Furman University with a BA in Accounting. She works closely with our team to prepare and analyze our client’s financial plans.
- To assist our financial planning efforts, we have upgraded our financial planning software. We are pleased to now use Money Guide Pro as our goals-based planning platform. This new software allows us to offer our clients an enhanced and interactive planning experience. We hope to have this software fully implemented by the end of 2018. Initial client reaction has been very favorable!
We look forward to introducing you to our new staff and our new planning software in the days ahead.
This article was originally featured in NNP’s 2018 Winter newsletter. To read the other articles, download the entire newsletter.