Client Experience

What’s it like to be part of the Leverage Planners family?

At Leverage Planners, being a client isn’t about transactions—it’s about trust.

From the very first conversation, our goal is to create a planning experience that feels grounded, transparent, and deeply personal. We take the time to understand where you’re coming from and where you want to go—so every step of the journey reflects what matters most to you.

You’re never just a portfolio to us. You’re a person with a story, a plan, and a future worth protecting. That’s why our client relationships are built on consistent communication, proactive care, and the peace of mind that comes from having a dedicated team on your side.

Working with Leverage Planners isn’t a one-time transaction—it’s an ongoing partnership. Once your Retirement Lifestyle Plan is live, here’s what you can expect as a valued client:

Ongoing Planning Support

• Annual Situation Report (SitRep) updates and full plan reviews

• Mid-year check-ins and quick-touch calls as needed

• Ongoing access to our advisors and client success team

• Strategic adjustments as your life—and the market—evolves

Education and Empowerment

• Invitations to client-only workshops and planning sessions

• Clear, plain-English updates on economic shifts or tax law changes

• Real-time Q&A opportunities with your advisory team

• Tools and insights to help you stay informed and confident

A Culture of Care

• A personal relationship with your dedicated planning team

• Timely, thoughtful responses—always from real people

• Milestone recognition and consistent communication

• Guidance during life transitions, from retirement to healthcare to Legacy & Inheritance planning

✅ Transparency about our fees, services, and how we operate
✅ A responsive plan designed to adapt as your needs and goals evolve
✅ Clear education, not technical jargon or sales pressure
✅ Proactive communication—we stay in touch, not out of sight
✅ Planning with purpose—built to support a secure, confident retirement