Membership
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Become a Member
At Financial Planning Alternatives, we believe in empowering our clients through education and a comprehensive financial planning process. By becoming a member, you will gain exclusive access to our team of dedicated financial advisors who are committed to guiding you toward achieving your financial goals.
What We Offer:
- Personalized Financial Advice: Tailored strategies that align with your individual financial situation and aspirations.
- Exclusive Resources: Access to financial planning tools, and other essential resources, keeping you informed on the latest financial trends.
- Priority Service: As a member, your financial needs get our immediate attention, with access to our advisors for any queries or advice.
Initial Consultation with CFP to discuss goal planning
Level 4 Full comprehensive financial plan 12-month retainer based on complexity, with or without asset management.
- Full Business Plan
- Estate Distribution Planning
- Complete Retirement Planning
Level 3 project specific programming (monthly pay option), based on modules needed
- Social Security timing
- Pension calculation
- Windfall calculation
- Life insurance and/or long-term care planning
Membership for Under 50k in fee-based accounts
Level 2
1 year billed monthly* on autopay
Level 1 Plus
- Newsletters and videos with educational content
- Quarterly personal zoom w/ CFP or CRC
- Access to high yield savings
- Asset management & investment plan
Above 100k AUM in fee-based accounts receive 50% discount on monthly fee
Level 1
3 months or 6 months monthly on autopay
*Discounts for extending membership or for student plans
- Budgeting Assistance & Tools
- 1 CFP meeting Goals Discussion
- Assistance w/ 401k or other workplace plan
- Email/text available for basic questions
- Live group content on investments, vesting, compound interest, retirement accounts
- Virtual Q & A session
Book A Consultation To See If Membership Is Right For You
Our Commitment to You
We’re here to help you handle the challenges of managing your money. Our advisors are not just experts in their fields; they’re dedicated to prioritizing your needs and interests. With us, you get a trustworthy team committed to ensuring your financial decisions are sound and beneficial.
Ready to Build Your Future?
Start your journey toward financial security and a better life today. Let’s build a strong, stable foundation for a future filled with possibilities. Join us now to take the first step towards financial enlightenment and a prosperous life.
Fill out the form below to become a member.
We will be in touch
Financial Planning Alternatives
Join Our Firm
Financial Planning Alternatives is a growing wealth management consulting firm located in Westport, Massachusetts.
The Sales Assistant/Paraplanner Associate reports to the Owner of the Firm as well as the other Advisors in the office and is critical to appropriately leveraging the Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information to clients and advisors in a timely, efficient, and professional manner. Candidate must be extremely organized, detail-oriented and a self-starter.
This role requires MA Insurance, FINRA Series 7 and Series 66 registrations; which must be obtained within one year of employment. The Sales Assistant/Paraplanner Associate position supports our advisory staff and senior advisors as they prepare for client meetings, as well as communicating directly with clients as needed. The ideal candidate is client-focused, highly dependable, analytical and a team player. He or she must be able to operate autonomously and be comfortable working in a small office setting, which often requires the individual to adapt to new responsibilities as the firm continues to grow and evolve. This position has a broad range of duties, providing the individual exposure to and opportunity to pursue multiple career paths within our firm.
Client Service
- Ability to provide excellent customer service contact / client facing experience
- Perform general administrative duties including, but not limited to, answering phones, filing, processing mail, scheduling meetings and other responsibilities that support the company
- Maintain information in the company CRM database, including, but not limited to, entering new contacts and/or companies, creating groups and/or running reports and creating workflow efficiencies
- Once appropriately licensed, assist lead Administrator in non-financial changes to client accounts
Advisor Support
- Prepare advisors for client and prospect meetings on an ongoing basis. Gather and prepare for use all necessary presentation and sales materials, compile meeting agendas, performance reports and account applications
- Onboard new clients including the set-up of accounts, recurring money movements, online access, and the scheduling of the ongoing quarterly review cycle
- Proactively work to ensure all advisor client follow-up and associated tasks are completed; create workflow in CRM system to track all outstanding follow-up tasks to be reviewed regularly with each advisor
- Assist practice in transitioning to a cloud-based system
Skills Needed / Desired:
- Proven ability to meet deadlines as well as effectively identify and solve problems
- Strong time management, organizational skills; able to effectively prioritize/multi-task
- Ability to work independently as well as cohesively with advisors and team members
- Must maintain a high level of confidentiality and have a client-focused, helpful attitude
- Series 7, 66, Life and Health certifications or complete within 1st year
Requirements:
- Minimum 1-2 years’ experience (graduates with solid financial internship experience considered)
- Proven strong client service skills
- Microsoft Office – Outlook, Word, PowerPoint and Excel required
- Experience with Redtail CRM, Morningstar, eMoney a plus
