Integral to our firms daily operations, are the staff behind the advisory meeting and on the phones with our clients. Our support staff is located in our Portsmouth, NH office.
Two internal teams have been established at Essential Planning, LLC in order to effectively maintain client service requests and communications. The Portfolio Administration Team and the Practice Administration Team. These teams, each with a minimum of 3 associates are designed to support the advisors and clients – assisting with client account services, and client communications. They are working cohesively to maintain and monitor all our client services at the advisors direction.