• Assist advisors in collecting client data with the potential to contact clients directly • Gather and organize data • Identify missing data • Enter data into financial planning software • Check data entry via self-audit • Perform preliminary case analysis • Create financial planning deliverable per advisor specifications • Work with advisor to identify strategies • Prepare preliminary client recommendations for advisor • Edit final document to make it a client-friendly, professional deliverable • Self-directed work flow • Perform other financial analysis as requested by advisors