Turnkey Case Design and Deliverables

Simplicity Wealth’s comprehensive client analysis, planning, and proposal infrastructure is designed to organize and systematize the investment plan development and presentation processes. This turnkey feature delivers an additional layer of service expertise, reduces the correlating workload, and results in professional presentations for client acquisition and development.

Planning Process

Simplicity Wealth’s unique sales process and case design framework can be easily and systematically deployed. It is integrated with the platform of resources, processes, and technologies, to provide seamless messaging and continuity.

Scroll over the respective stages to learn more

1. PRE-MEETING

Simplicity Wealth provides prospect questionnaires for data collection prior to the first appointment.

Analysis and Proposal Tools

A customizable suite of client-specific presentation tools.

PORTFOLIO ANALYSIS REPORT

This report compares a prospect’s current portfolio to a set of proposed strategies to demonstrate various portfolio enhancements.

FINANCIAL PROJECTION

A concise financial planning tool that incorporates income sources, contributions, withdrawal needs, and investable assets, as well as an integrated Monte Carlo simulation.

QUADRANT PLAN PROPOSAL

A portfolio summary that highlights the four distinct purposes of a current and proposed portfolio allocation to illustrate the power of strategy-level diversification.

ASSET PLAN

This concise report simplistically and visually diagrams the client’s current accounts relative to the proposed recommendations.

FUND SCORECARD

A fund analyzer that compares various fiduciary attributes of client fund holdings against those of appropriate peer groups to identify necessary improvements.

BOND ANALYSIS

A summary report outlining key risks and characteristics of portfolios containing individual bond holdings.

401(K) ANALYSIS

Retirement plan-specific analysis tools including a fee analysis, plan contribution analysis, and fund due diligence reporting.

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