Comprehensive fact-finding.
We bring together goals, family circumstances, finances, and key documents. Your team starts with a common foundation instead of repeatedly gathering the same background.
For professional affiliates
Your expertise.
A bigger picture.
More client value.
One comprehensive onboarding. A shared financial picture that stays in view. Bring coordinated planning into your practice and spend more of each conversation helping clients move forward.
Built to complement your practice
Your role, expanded.
Your expertise, respected.
Turn tax expertise into year-round value.
Your training goes far beyond preparing returns. TomiPlan helps you bring a client’s wider financial picture into the conversation, creating opportunities for proactive tax consulting and higher-value billable work.
Start with comprehensive fact-finding and receive relevant client-authorized updates as the financial picture changes. Stay focused on tax strategy while TomiPlan coordinates the planning process. The non-securities planning role does not call for selling investments or becoming a securities representative.
Explore your opportunityBring your expertise to the team
Become a
Professional Affiliate
Build on the trust you already have with clients. Bring a qualifying credential, a commitment to collaboration, and your professional expertise.
Accepted credentials
One or more of the following, current and in good standing:
CPA
An active Certified Public Accountant license in good standing.
Securities and/or insurance
Current securities registrations and/or insurance licensing appropriate to your role, in good standing.
CFA
A CFA charterholder in good standing.
JD + bar admission
A Juris Doctor degree and an active license to practice law, with bar membership in good standing.
Start with your qualifications.
Applications are subject to credential verification and TomiPlan approval. Each professional must maintain the licenses and registrations required for the services they provide.
Recognizing your contribution
Participate in the work.
Share in the revenue.
TomiPlan pays eligible professional affiliates a percentage of planning professional revenue for their contribution to the financial planning process.
Your responsibilities, percentage, payment terms, and required disclosures belong in a written affiliate agreement. Participation never requires the client to choose an affiliated implementation provider.
Understand the compensation modelA clear division of responsibilities
You contributeYour professional expertise
TomiPlan contributesPlanning & coordination
The client retainsChoice of implementation team
Eligible affiliates receiveAgreed planning revenue share
Professional boundaries, by design
Collaboration works better
when the roles are clear.
Planning without
product incentives.
TomiPlan CFP® professionals cannot sell financial instruments or insurance, or accept compensation and benefits for implementation referrals.
A team selected
by the client.
The client and professional affiliate choose the implementation professionals. TomiPlan coordinates information and action items with client authorization.
Transparent relationships.
Written responsibilities.
Compensation and affiliations are disclosed. Each professional remains responsible for their own services, licensing, and professional obligations.
Build more value into every relationship
Your expertise.
A bigger opportunity.
Let’s explore how a TomiPlan affiliation could fit your practice.