Professional Planning, Quality Solutions
Planist is a financial services portal designed to gather information and expertise to create analysis tools and services that provide comprehensive and integrated financial strategies and plans. Planist is a window through which financial services professionals can follow the evolution of the analysis and strategies that come together for their clients.
As an independent financial planning firm, Planist offers two distinct services: portal for financial services professionals and fee based financial planning supported by an experienced team of professionals.
As an independent financial planning firm, Planist offers two distinct services: portal for financial services professionals, and fee based financial planning supported by an experienced team of professionals.
Our Tools
Use our strategic analysis tools to create a full evaluation of your clients’ financial health.
Our Services
Your clients deserve a tailor made analysis based and created for their specific needs. Our multi-disciplinary team of professionals will work to create the financial strategies to optimize and create wealth.
