All In Planning
AIP Network
Learn how trusted professionals are teaming up to prepare for what comes next
A Great Harvest Is Approaching
Over the next two decades, millions of American families will inherit unprecedented wealth and face important financial, legal, and personal decisions. The All In Planning Network is a Christ-centered community of trusted professionals who collaborate to provide families with more informed, coordinated guidance. Watch the video to learn more.
Founded on Independence
Our AIP Network is built on trust, independence, and a shared commitment to helping families. Here is what you can expect when partnering with All In Planning.
We may refer clients to one another when helpful, but neither of us is required to do so. Referrals never involve fees or promised reciprocal referrals.
Clients are always free to choose their own professionals, accept or decline referrals, and decide whom to hire.
With the client's agreement, we may work together, share perspectives, and participate in coordinated meetings to help clients make informed decisions.
We agree to protect client information and share it only with the client's permission or as otherwise permitted by law.
Each professional and client decides whether to work together and agrees on the terms of that relationship.
Our collaboration does not create an employment, agency, or legal partnership relationship. We each remain independent and responsible for our own advice, actions, and services. We agree to follow any laws, rules, and regulations associated with our respective professions.
We are both free to work with any number of other professionals.
Either of us may end this arrangement at any time, for any reason, simply by sending an email to the other professional which informs them of our decision.
