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General Financial Planning & Wellness

Charts and tables for a financial plan

An important foundational component of a solid financial plan is General Financial Planning, also known as Financial Wellness. Below is an overview of the basic aspects of General Financial Planning to help you understand the importance of how they fit together in a cohesive financial plan.

Financial Planning

  • Customized financial plans
  • Enhancement and review of ongoing wealth strategies
  • eMoney implementation and ongoing support
  • Certified expert consultation when preparing for or during a client meeting
  • A La Carte or subscription plans to accommodate your preferences
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Advisor Engagement

  • Initial and ongoing book analysis and model mapping
  • Vicus View (weekly market update)
  • Vicus EDGE (monthly business enhancement ideas)
  • Semi-annual roadshows (in-person and livestream)
  • Case planning, design and meeting preparation
  • Proposal requests and delivery
  • Qualified retirement plan services
  • In-depth product education and support for advisors and staff
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Business Development

  • Business coaching
  • Practice valuation and purchase negotiations
  • Hiring assistance (job description writing, job posting, resume review, and candidate assessments)
  • Liaison for new advisor offices with Vicus Capital corporate office
  • Advisor and support staff onboarding
  • Initial product, platform and services education
  • Client account re-papering assistance (remotely or on-site)
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IT & Cybersecurity

  • Cybersecurity solutions
  • Business continuity systems
  • Digital/Virtual solutions
  • Paperless office
  • Cloud Storage
  • Archiving
  • Compliance integrations
  • CRM support
  • Email support
  • Account management and secure messaging
  • Spam/suspicious messages and hacking triage and support
  • Vendor or product review and due diligence
  • Networking infrastructure
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Investment Management & Research

  • Broad array of investment platforms:
  • Custom solutions division (including SMAs)
  • Managed solutions division (strategic, tactical and hybrid options)
  • Retirement Plan Services: 3(21) and 3(38) Fiduciary Services
  • Open architecture, advisor as PM structure
  • Investment research and due diligence
  • Model construction and trading
  • Custom proposals and asset allocations
  • Quarterly and ad-hoc market commentary
  • Vicus PM conference calls with end clients upon advisor’s request
Learn More about our Customized Support

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