Course 13 · Advisory Expansion
Financial Planning Deep Dive
Connect tax, bookkeeping, and planning into a broader household advisory model.
Coming soon
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This course is in the planned curriculum. Available courses are open now.
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What this course covers
The bridge from accounting relationship to planning-led advice. The tax returns, books, and projections your firm already produces are the raw material — this course shows how to connect them into household advisory.
You will learn where planning conversations start inside existing relationships, what a planning-led engagement looks like, and how to expand the relationship without turning the firm into something it isn't.
What you leave with
A practical bridge from accounting relationship to planning-led client conversations.
Included with the course
- Full video lessons taught from real firm workflows
- Module resources, worksheets, and implementation notes
- A concrete next step for your firm after every module
- Lifetime access after you open the course — no subscription required
Syllabus
5 modules
Preview the full module list here. Lessons, implementation notes, and downloads open inside the Academy after you get started.
- 01
Why Financial Planning Is the $1M Unlock
See how tax planning opens the door to broader advice, and decide when the firm is ready to add planning rather than adding another service too early.
Coming Soon
- 02
Financial Planning Conversations for Tax Clients
Use tax conversations to surface retirement, cash flow, investment, insurance, estate, and business-transition questions without forcing a sale.
Coming Soon
- 03
Discovery, Fact Gathering, and Planning Scope
Build the information set and scope boundary for a planning relationship, including when to handle work internally and when to refer out.
Coming Soon
- 04
Planning Deliverables and Meeting Cadence
Define what clients receive in a planning relationship and connect annual, quarterly, and event-driven work back to tax and bookkeeping.
Coming Soon
- 05
Financial Planning Packages, Pricing, and Implementation
Design a planning offer that fits the firm’s capacity and handles staffing, licensing, compliance, review, and the decision to build, partner, or wait.
Coming Soon
Related courses
Course 02
100K to $1.5M Roadmap
The staged path from solo compliance work to a leveraged, multi-service firm.
Course 03
Pricing, Packaging, and Offer Design
Build profitable offers, scope boundaries, renewal rhythm, and client agreements.
Course 06
The Client Onboarding Experience
Move clients from signed proposal into a clear, repeatable ongoing relationship.
More of the operating system is on the way.
Browse the courses that are available now while this one is Coming Soon.