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You value objectivity, competence and clarity

for Accountants

but have been challenged to find similar attributes within the traditional “financial planning” industry. Your sense is that traditional financial planning engagements are simply sales processes that use financial planning as a device for the sale of financial products, yet some of these products and strategies can be valuable when properly structured.


Now you can achieve the benefits of forward and pro-active planning while protecting your most valuable clients from inappropriate or inadequate advice.


Our planning process is different

By providing advice-only guidance we ensure objectivity by functioning as an intermediary between your client’s planning needs and their commissioned investment and insurance advisors. We understand their language, and also an accounting professional’s. We translate and communicate complex financial concepts and integrated planning ideas with proprietary technology in a format understandable by your client, but auditable by you, their trusted accountant.


for Accountants

We add value to your advice by providing guidance in areas that are not within the accounting profession’s traditional discipline and compliance regimes, and provide detailed reporting of our analysis and recommendations for you and your client’s review and careful scrutiny.

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Benefits for accounting professionals & their clients…

  • Commission-free, biased-free investment, insurance and planning advice.
  • Auditable personal financial modeling by Crystalplan.
  • Optimizes professional synergies that can exist between accounting and planning.
  • Explore and communicate complex financial concepts and alternatives.
  • Comprehensive planning encourages complete disclosure and transparency.
  • Achieve a greater understanding of your client’s entire financial life.
  • Explore options and alternatives that add significant future value.
  • Time effective process that can assist your business clients in exploring liquidation events, retirement options and their impact upon personal after tax cash flows.

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