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 three distinct services: portal for financial services professionals, fee based financial planning supported by an experienced team of professionals, and advanced on-line training material.
As an independent financial planning firm, Planist offers three distinct services: portal for financial services professionals, fee based financial planning supported by an experienced team of professionals, and advanced on-line training material.
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.
Our expertise
Take advantage of Planist’s team expertise.
High quality video capsules are offered at reasonable prices.
Efficiency and simplicity:
your time is precious.
All video capsules are accessible 24/7
