Alliance of Comprehensive Planners’ New Membership Level Provides Custom Educational Experience

WILMINGTON, N.C. - Aug. 21, 2014 - PRLog -- Alliance of Comprehensive Planners, an association of fee-only financial planners, is now providing a customized membership for CPAs and financial planners with established practices. The recently launched pilot program aims to attract planners with practices that need additional training and support. ACP tailors the educational resources to new members’ individual needs. In addition to this personalized program, these established practice members have unlimited access to ACP’s award-winning online community, fee-only financial planning tools, one-on-one mentoring, a complimentary ACP conference registration, and a one-day face-to-face orientation.

“This membership is not a one-size-fits-all model,” said ACP Member Resources Coordinator Arlene Moss. “These members are already experienced business people; this membership simply allows us to help to fill in their knowledge gaps and become part of our community.”

Moss explained how many financial planners who are transitioning to a retainer-model are unsure how to determine their rates. ACP’s tools, including its fee calculator, allow members to offer more to their clients while being paid what they are worth.

“After practicing as a project-based advisor for several years, I wanted to find a way to engage with clients in the long term,” said Michael Garber, owner of Michael Garber Financial Planning in Sunnyvale, Calif., and an ACP established practice member.

This newly launched one-year membership program is designed for NAPFA and AICPA members who have at least five clients and are interested in the ACP System and strengthening relationships with their clients. Please visit www.acplanners.org for more information on this new addition to ACP.

Please contact JJ Knight at jj@acplanners.org or 910.769.1569 to schedule an interview about ACP and its newest initiatives.

About ACP

Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners trained in the ACP System™. ACP members manage clients’ whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business, providing the highest quality service while also developing meaningful relationships with their clients. For more information, visit http://acplanners.org.