We start with a brief conversation to understand how your firm operates and the specific financial planning support you need from a trusted paraplanning partner like AmesWorks.
Terms of business and confidentiality documentation from AmesWorks, are provided for review to support your financial planning needs.
Basic contact and billing details are recorded to ensure that cases can be logged efficiently.
Cases are submitted using a structured case request through AmesWorks, that provides exceptional financial planning support.
Each case is reviewed, and a turnaround time is confirmed with AmesWorks, ensuring you receive the best financial planning support.
AmesWorks acts as a trusted paraplanning partner, working alongside adviser firms as an extension of their existing team. Each case remains fully under the adviser’s control and responsibility. Many firms begin by outsourcing a single case to AmesWorks to experience how the financial planning support process works. There is no minimum commitment, and all work is completed within your firm’s existing advice process.