4th generation financial planning systems are about an advice narrative to ultimately help clients make better financial decisions
GOAL BASED PLANNING
Planning for the future
Avalon was designed to be a goal-based financial planning system. There will be 2 types of distribution channels in the future. The goal-based adopted channels, and the channels that became irrelevant.
Servicing the individual
Avalon was designed to be co-planning ware – meaning it not only empowers the planner, but it helps the client to be a co-creator if his or her own financial journey. Avalon serves the industry and the individual.
LIFE PLANNING MODEL
Facilitating a better life
Avalon is designed to be a universal container for a Financial Identity. Taking a client's complete financial life into consideration, as well as their future goals and dreams, allows for a very thorough life planning model.
I love Avalon. Holy mackerel…
My business more than doubled when I started to use Avalon more extensively. I wrote my total years production targets in 3 to 4 months. Avalon helped me to have more meaningful discussions with my clients.
By the way, Avalon changed my life. It changed the way I do business and it adds value to my conversation with clients. I can see it in my client’s reaction.
Billed per month
FNA / Estate planning
Business Needs Analysis
Retirement & Investments
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