| Goods and Services | Planning coordination services in the nature of back-office administrative services that facilitate organizing, gathering, aggregating, and uploading of the financial materials of the clients of attorneys, certified public accountants, and registered investment advisors; client planning coordination services pertaining to third-party deliverables and client planning meetings that pertain to gathering, aggregating, organizing and managing of information and materials to enhance client planning efforts, document and asset tracking, and portfolio performance reporting; for attorneys, certified public accountants, and registered investment advisors, providing client planning coordination services related to meeting agendas with client's advisors' notes and supporting materials for use in client planning meetings via a specifically tailored planning meeting binder; for attorneys, certified public accountants, and registered investment advisors providing client planning coordination services related to conducting meetings with clients and clients' advisors to review the deliverables; for attorneys, certified public accountants, and registered investment advisors providing client planning coordination services related to secure cloud-based document vaults for access at any time by the clients and their pre-approved advisors to specific client materials; for attorneys, certified public accountants, and registered investment advisors, providing client planning coordination services related to the preparation of a client planning meeting binders that contain: client planning meeting agendas, advisor notes, judgments, observations, and/or recommendations on planning topics assigned to each specific advisor, supplemental advisor planning documents; for attorneys, certified public accountants, and registered investment advisors, providing client planning coordination services related to conducting up to four planning meetings per year for clients and client's advisors participation; for attorneys, certified public accountants, and registered investment advisors, providing client planning coordination services related to client portals that give clients direct access at any time to their document vault, investment portfolio, investment returns, financial plan or business plan, as well as to client's personal third-party web applications |
