Planning & education
Prepare and maintain a common planning picture.
Planning capacity & professional coordination
TomiPlan, LLC
Non-securities planning, budgeting, education, coaching, estate/legacy organization, meeting preparation, and coordination with the client’s selected professionals.
Professional coordination
Share relevant information with the selected professionals under client authorization.
- Retained responsibilities
- The client and engaged professionals make decisions within their own responsibilities. Each professional performs required verification and any additional fact-finding.
- Engagement & contracting company
- A separate planning engagement establishes scope, coordination permissions, and applicable professional or institutional relationships.
- Cost categories
- Setup, planning subscription, and separately disclosed affiliate compensation, if applicable. Implementation services carry their own terms.
- Required approvals
- Engagement scope, client authorization for information sharing, and professional/institutional participation terms.
- Not included
- No securities recommendations, individualized tax or legal advice, legal-document drafting, brokerage, or insurance placement.
A substantive next step
Start with the work
you want to do differently.
Tell us what is working, where capacity is stretched, and what you want your next chapter to look like. Explore scope, fit, and economics with the appropriate company.
Start a fit conversation