For many advisors, the value of a financial plan can take years to materialize. Retirement strategies, estate plans, and insurance planning are crucial, but are slow to prove themselves. That timeline used to be a challenge for Brenan Volpe CFP®, Founder of Citadel Financial Planning.
“If I’m bringing on a new investment management client, it’s really going to take multiple years for them to figure out or decide if I’ve done a good job for them or not,” he says. “All of those things are way off into the future.”
Holistiplan changed that dynamic. By quickly turning tax returns into actionable insights, Brenan found a way to deliver tangible value in the very first client meeting. swee
“Being able to go to them immediately, day one, and say ‘this is what your last few years of taxes have looked like. Here’s a couple of new ideas, let’s make an impact right now,’ that really lets me provide a value add.”
That early impact is especially important when a client is new to working with an advisor, and new to paying for it.
“They don’t have to take my word on it. I’m doing things for them that other advisors just don’t do, reviewing their pay stubs, diving into their business books.”
Holistiplan also gives Brenan the flexibility to respond when plans need to change.
“Yeah, your retirement plan is way out in the future, but here’s the things we’re doing today… taking advantage of opportunities as they present themselves.”
That immediate value is driving real growth.
“We do a hundred percent organic growth, and we have quadrupled in size the last 3 years. I would genuinely say that the tax planning is the biggest thing of that.”
For Brenan, Holistiplan isn’t just a tool, it’s the platform that makes all the other parts of his planning process more effective, more efficient, and more impactful from day one.
