Is The Fox Financial Planning Network Right for You?

Can you relate to any of the questions below?

  • Has the current market environment slashed your income because your compensation is based on commissionable transactions and/or assets under management (AUM) fees?
  • Are you having challenges trying to provide a high level of service to hundreds of clients?
  • Do your client review meetings focus on investment management performance rather than on your clients’ whole financial picture?
  • Do you find it difficult to take time off from your practice because your daily and weekly work load demand so much of your time?
  • Have you always wanted to offer more comprehensive planning services to your clients but can never find the time to build the expertise or develop and implement a detailed step-by-step process?
  • Has it been a challenge for you to keep up with the ever-changing financial information you know you should be informing your clients about, but you don’t have the time to scour through and learn it all (in areas such tax, estate, insurance, qualified plans, etc.)?

If you answered “yes” to at least one of the above, the Fox Financial Planning Network™ will be a great resource for you!