Empowering advisors with superior planning insights

Consulting Services


From quantitative analysis to practical perspective, our Consulting Services equip advisors from all backgrounds with everything they need to deliver a modern, sophisticated financial plan — at an accessible price point.

Discover Our Expertise


At Planning Analytics & Consulting, we empower financial advisors by providing precise, data-driven insights that support and enhance planning recommendations.

By combining our unique intellectual capital with a modern tech stack featuring everything from traditional planning software to AI-powered engines, we generate cutting-edge client presentations and deliverables designed to impress your most sophisticated clients.