There are a multitude of personal financial planning business models that can be implemented. The one each individual chooses is what works best for them, their practice and their clients. A panel of successful CPAs in the most common business models will share the nuts and bolts of how they have built their practice to provide the highest value for their clients while also running a successful business.
Paraklete® Financial, Inc. is a "true fee-only" financial planning firm. PFI provides comprehensive financial planning services to individuals and families, businesses, estates, trusts, charities and foundations. The firm also assists CPAs around the country with the integration of comprehensive financial planning into their practices.
Ms. Tillery leads a comprehensive financial planning practice with offices in four states. Her firm's compensation model utilizes an annual retainer fee, as well as hourly fees. A key component of Susan's practice is utilizing the Multi Family Office model, including plan implementation, as well as the coordination of all the client's financial and legal advisors.
Ms. Tillery has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Ms. Tillery’s experience in a multi-family office where she provided a broad array of financial services to affluent families, together with her work at Arthur Andersen and other financial firms, provided the framework for Paraklete® Financial, Inc.
Susan earned her bachelor’s and master’s degrees in Accounting, with a specialty in Tax, from the University of Georgia. Susan is a member of both the Georgia Society of CPAs and the American Institute of CPAs. In addition, she is a member of the AICPA Personal Financial Planning Executive Committee and a member of the Georgia Society of CPAs Estate and Financial Planning Leadership Team.
For more information contact the AICPA at http://www.aicpa.org or Paraklete® Financial, Inc. at http://www.parakletefinancial.com