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Your accounting firm is thriving.
You lead a successful accounting firm. Your clients are mostly smaller businesses and entrepreneurs. You’re growing and your clients appreciate you.
Your clients need help with their financial lives.
But there’s a problem. Many of your clients aren’t wealthy enough YET to get the attention of wealth managers. You wish you could do something to help them.
What do you do?!
Let's get started!
The Challenge
How does my firm help my promising but not wealthy YET clients make the best financial decisions beyond their business? Wealth Managers prefer already wealthy clients.
Empowered Decisions
PFR provides decision-making and personal finance services to provide a lifetime of health and wealth.
The Answer
The Decision FIRST approach:
Provide a consistent, repeatable decision process for a LIFETIME of great decisions.
PFR wraps your clients in the tools necessary for success!
Exceptional Quality
Easy setup employing financial data aggregators. Communication and targeting for ID'ing clients for PFR services.
Client roadmap: Apply PFR’s Investment Barbell Strategy and PFR’s Savings Waterfall.
Stay on track: Regular client and PFR connections. Reinforce behaviors and change adaptation.
Resources: Personal Finance videos, podcasts, and related alternative learning resources.
Tech and related tools to help supercharge your client's confidence
Integrated: White labeled with the accounting firm or client referrals. Integration with QuickBooks or most firm systems, as needed.
Client group seminars on high-impact investment and other personal finance topics.
Check out our blog for case studies and videos.
What they are saying...
"The Investment Barbell Strategy is a massive help. The PFR team makes it work!"
Daniel Hulett - Co-President, The Hulett Brothers and accounting firm client.
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Check out our VidCast with Daniel and how we work together
Pricing is built for the accounting firm client.
A flat $100 / month fee
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- or -
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A % of revenue. For those with seasonal revenue streams - We do not get paid until your clients get paid.
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