There's traditional financial planning... and there's Covisum financial planning.
Covisum tools help advisors and their clients create a shared vision of the future. With our suite of financial planning tools, Social Security Timing®, Tax Clarity™, and SmartRisk™, financial advisors can take a multidimensional, holistic view of retirement for their clients. We enhance our software services by offering expert training and awesome support. And our community of like-minded advisors enables members to leverage each other’s knowledge and experience to enhance their business practices, expertise and centers of influence.
What can you expect from us?
To empower institutions, advisors and their clients to make the best financial decisions.
Help financial advisors identify optimal Social Security claiming strategies.
Help advisors show how nontaxable income may become taxable.
Help advisors estimate risk so clients avoid behavioral mistakes.
You can subscribe to one or all, but together, our tools provide the big picture perspective that differentiates you from other advisors. With Covisum you can give your clients a clear view of retirement.
Katie thrives on making an impact and achieving big goals. She believes that communication strategy has a major impact on business success. As a strategic communicator with a diverse background in non-profit, B2B, healthcare, and SaaS, Katie combines her expertise in strategy development, marketing and sales to spread the word about how Covisum can help advisors and institutions inform their clients of the best financial decisions.