Welcome
Consulting Services for Financial Planning Firms
Helping you and your team succeed!
Solutions
About
Our Approach
Our service includes a comprehensive consult to help identify the strengths and opportunities within your organization as well as any threats and areas for improvements. The process is designed to empower you and your team and outfit them with the tools they need to succeed.
Why Us
Unlike most Consulting services only providing a blueprint for success, we will provide a blueprint as well as facilitate the implementation process so you and your team can focus on what matters the most- your clients. Talk to us today about how we can support your growth and put you on a solid track to success.
Consulting for financial planning firms
Practice Management Solutions
Technology Systems & Organization Solutions
Technology Systems & Organization Solutions
We will review existing policies & procedures as well as your current programs, coordinate action items with your vendors, then help your team organize and implement any outstanding action items related to Compliance, Bookkeeping, Human Resources, Corporate Books & Records and Insurance.
Technology Systems & Organization Solutions
Technology Systems & Organization Solutions
Technology Systems & Organization Solutions
We will review your technology & systems, evaluate your adoption and use practices then provide recommendations for optimal use in order to improve efficiencies. We will also provide resources and training for the implementation and coordinate training for new technology.
Contingency Agreement Solutions
Technology Systems & Organization Solutions
Contingency Agreement Solutions
If you are a solo adviser looking for a contingency arrangement, please contact us to discuss how we may be able to provide temporary support or provide a permanent solution for the future of your practice.
Leilani Marques Harwood, MPAS®, CFP®
Leilani didn't start out as a Consultant but rather worked her way through different positions within the Financial Planning industry. With over 14 years of experience she will add value by improving operational efficiencies and train your staff and advisers to operate at their highest and best use of their time. Contact us for more information. Together we’ll create & refine your plan for success.
Leilani also continues to service individuals and families through F.A.I.T.H. Driven Planning.
Copyright © 2022 L.M. Harwood, Inc. - All Rights Reserved.
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