For over a decade, we have coached in excess of 1000 Tax Professionals & Financial Advisors on how to create mutually beneficial relationships. As you can imagine, we have had many learnings over the years. Our CEO and founder, Jonathan Kuttin is a * Barron's Top 100 Independent Financial Advisor* and is a leading indusrty expert regarding incorporating financial planning into tax practices. Our team has created a turnkey step by step system that has been perfected over years of trial and error. We have trained, qualified financial professional around the country who are interested in partnering with tax professinals nationally. Our firm provides analysis of your accounting firm to detrmine if your practice would benefit from creating a financial planning division. Once we have established your firm is eligible, we will introduce you to a qualified advisors in your area for your approval. After you have approved the local advisor, we will put you through our paid training program and continue to coach you and your financial planning partner for years to come.