Consolidated Planning fosters a unique environment for financial advisors to experience exponential growth. We’ve built a supportive infrastructure that allows you to focus on your unique abilities while expanding your capabilities through strategic partnerships with our planning, marketing, & practice management resources. Our mission is maximizing the impact you have on your clients.
Consolidated Planning exists to grow and develop financial advisors. Our robust advisor support services strategically partner with you to accelerate your growth and break through the barrier of the status quo. From paperwork and data entry to case design and strategy implementation, we’ve got you covered so you can focus on executing your playbook for success.
New Business Hub
Never worry about paperwork again. The New Business Hub will handle that from now on.
Business Owner Strategic Solutions
The BOSS team gives you access to business planning experts to expand your capabilities.
Marketing Administration & Practice Solutions
The MAPS Team is your resource for all of your practice marketing needs.
Living Balance Sheet
The Living Balance Sheet is our financial planning software that helps deliver our planning philosophy to clients.
Advisor Performance Group
Your go to resource for client planning needs from strategy design to case consultation.
Practice Building Playbook
Every advisor follows a practice building playbook based on their growth goals.
Are you ready to take your financial planning career to the next level? As a financial advisor with Consolidated Planning, you’ll have a meaningful impact on your clients’ lives as you deliver advice and guidance that leads with strategy- not products. Whether your career is just beginning or well underway, you’ll be empowered by unparalleled advisor resources to grow you practice with scale and efficiency. Reach out to our team below to learn more.