Turnkey Planning Solutions

Turnkey Planning Solutions is a financial planning support company based in Dunwoody, Georgia. Founded in 2016, the company employs a team of 5 to 9 individuals and generates an annual revenue of $2.5 million. Turnkey Planning Solutions focuses on providing comprehensive back-office planning support to financial advisors seeking to integrate holistic financial planning into their practices. The company's services encompass full assistance in developing financial plans, preparing advisors for plan deliveries, and offering initial coaching on effectively communicating the value of holistic financial planning to clients. Turnkey Planning Solutions aims to empower advisors to dedicate more time to client interactions and marketing initiatives by alleviating the burden of managing an in-house planning team. A key differentiator of Turnkey Planning Solutions is its commitment to client clarity. The company emphasizes client involvement throughout the planning process, ensuring a comprehensive understanding of their current financial situation. This transparency fosters focused action steps and increases the likelihood of achieving clients' financial goals. For more information about Turnkey Planning Solutions, visit their website at turnkeyplanning.com.