Employee Resource Center
Access Coastline's financial planning process, advisor support tools, service packages, client worksheets, and approved planning materials in one place.
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Use these shortcuts for the most common planning requests and advisor resources.
Planning team support
This structure helps Coastline provide high-quality planning support while keeping advisors at the center of the client relationship and protecting the planning team's capacity for deeper client work.
When meeting with a lead or early-stage prospect, the initial planning conversation should remain advisor-led. The goal is to explore opportunities, understand priorities, and determine whether the relationship is a good fit.
Once someone becomes a client or a clearly qualified opportunity, the planning team can step in to support deeper work alongside the advisor.
Gather the household information needed to understand the client's planning needs.
Send the completed form to financialplanning@coastlinewealth.com for review.
Leadership review helps determine the appropriate scope, service level, and team support.
A paraplanner is assigned and the planning team works alongside the advisor.
Personalized guidance and ongoing support
The Complexity Worksheet helps determine the appropriate level of financial planning support for each client.
Basic complexity. A basic plan and consultation designed to address specific client questions, such as renting versus buying, paying down debt, or evaluating the affordability of a major expense or lifestyle decision.
Moderate complexity. A holistic wealth plan that may include cash flow, savings, goal planning, retirement and college projections, insurance and risk management, estate planning review, and investment planning.
Advanced complexity. Advanced issues such as complex estate planning, business transition planning, divorce planning, and executive compensation analysis.
Planning is plan-only and includes net worth, cash flow, asset allocation, and retirement projections for every plan. Additional elements are based on the client's situation.
Internal resources
Resources to help advisors lead early planning conversations and use eMoney more effectively.
Watch a walkthrough of the advisor-led planning process and how to use the Coastline Goal Calculator in early conversations.
Watch VideoUse this internal calculator to support preliminary goal conversations and help identify potential planning opportunities.
Open CalculatorAccess training resources from eMoney. For immediate help, call 888-362-8482 or use eMoney's support chat.
View TrainingAccess instructions and support materials for using Zocks throughout the advisor and client meeting process.
View Zocks GuideReview instructions and support materials for using eMoney throughout the financial planning process.
View eMoney GuideAccess instructions for using Wealthscape to complete common account and client-service tasks.
View Wealthscape GuideApproved resources
Download Coastline-branded materials for client discovery, planning conversations, presentations, and follow-up.
A client worksheet for organizing essential expenses, lifestyle spending, and monthly cash-flow information.
Download PDFCollect personal, income, asset, liability, insurance, estate, and goal information before beginning the planning process.
Download PDFEvaluate the client's planning complexity and determine the appropriate Silver, Gold, or Platinum service level.
Download PDFIntroduce Coastline's comprehensive planning approach, planning process, and the components of a client's complete financial picture.
Download PDFA Coastline-branded reference covering tax brackets, retirement limits, Social Security, Medicare, estate exclusions, and key planning deadlines.
Download PDFHelp clients prepare for an Estate Guru appointment by organizing fiduciary selections, family information, and asset-distribution preferences.
Download PDFReady to begin?
Complete the Client Discovery Form and email it to the planning team for review. For an advisor's first engagement with the Coastline Planning Team, a one-hour introductory meeting will be scheduled to review the process and expectations.
Email the Planning Team