The Beratung Difference
Our 3 Uniques
1. Peer to Peer Review
2. Subscription-Based Financial Planning
3. Interactive Technology Experience
Our Brand Promise
A Financial Plan for Every Client
Many companies may do one of our 3 Uniques, some may do two of our 3 Uniques, but few do all three like we do.
1. Peer to Peer Review
We believe your financial plan is too important to have only 1 CFP® Professional helping you build it.
Our Peer To Peer Review Process is where we work together as a team of CFP® Professionals to present your plan to our team.
Together, we create strategies and discover obstacles that we might not have on our own, because we believe that two heads are better than one and when three or more are gathered the results are exponentially greater.
We believe this creates better plans for our clients.
2. Subscription-Based
Financial Planning
We believe every person should have a financial plan, but not all of our clients’ need investment management services.
At our firm you can choose to pay for financial planning without investment management which we believe is our biggest differentiator.
Many firms require you to use them for investment management to receive financial planning. This stops access to holistic financial planning for clients that choose to do their own investments or use investment services we do not provide such as investing in real estate, investing in private businesses or commodities to name a few.
3. Interactive Technology Experience
We believe you shouldn’t have to wait for your financial planner to return your call or wait until business hours to see how your financial plan is doing.
Gain clarity whenever you want with 24/7, on-demand access to your secure client portal. Our client portal keeps your plan up to date with secure connections to all your financial institutions and your action steps to implement.
