Working independently as a fee-only financial planner under the Core Planning umbrella.https://www.corepln.com/chris-millerEmail: chris@corepln.com

Sabbatical

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

Assist Buyers and Sellers with the sale and/or purchase of residential property.

- Successfully created a new department from the ground up.- Responsible for the hiring, managing, training, motivating, and growth of staff. - Developed and analyzed processes and procedures both at a departmental level and at a company level ensuring all departments worked seamlessly together. - Instrumental in freeing up an Advisor’s time to bring in record amounts of assets year over year.- A trusted member of the Leadership/Executive Team which developed, communicated, and accomplished the company wide goals.- Managed the day-to-day workflow for 7 highly successful Advisors and their clients. - Prepared analysis/researched all financial planning related items for Advisors and their clients (insurance, taxes, estate planning, social security, retirement planning, gifting, charitable giving, etc.) - Communicated results of all financial planning analysis/research to clients and Advisors. - Researched one-off financial planning related topics/questions for clients. - Earned the trust from Advisors to allow me and the department to communicate directly with the Advisor’s clients.- Lead and created a new tax season process allowing the firm to reduce the number of staff hours needed to assist and making the process more efficient for clients.- Developed and distributed client communications directly to our entire database of high-net worth clients. - Lead a lengthy and detailed research project analyzing, interviewing, and summarizing large Custodians with an end-goal of reducing our client management fees and improving on the services we received from a Custodian. - Responsible for the technical and sales knowledge/growth of Advisors in training and Paraplanners.

- Streamlined the financial planning process by improving the way we collect and enter data, scanning documents, and the presentation preparation process.- Prepare comprehensive financial plans for business owners and individuals using eMoney Planning Software.- Partner with in-house life insurance specialists on alternative planning solutions using various life insurance and annuity products.- Partner with long term care and disability specialists in preparing multiple policy quotes from various insurance companies.

Conduct a thorough needs analysis of client goals including risk profile, current and future resources as solution resource for financial planning and advisementReview and analyze insurance policies, estate planning documentation, tax returns, employee benefit and investment options as a reliable source for sound recommendationsAnalyze client portfolio of investments, research and develop investment allocation strategies, present investment strategy recommendations, and implement investment strategy by means of dollar-cost averaging.

Initiate contact with fund managers to discover types of investments offered; schedule meetings to collaborate with the Investment Committee in order to plan and develop mutually profitable strategies.Prepare quarterly reports and bill clients for services rendered.Managing AXYS database to include daily portfolio updates, reconciliation, creating new portfolios, defining securities, and updating performance.