Happy Holidays & A Summary of New Resources Added in 2025

As the year comes to a close, I want to sincerely thank you for the trust and support you’ve shown throughout the year. In return, I’m always looking for ways to further enhance our services by carefully adding resources that can improve the planning experience for clients.

Below is a summary of the updated services and resources that became available to financial planning clients within the financial planning package, at a reduced cost, or no additional cost this year.

• Enhanced services for business owner clients - Certified Exit Planning Advisor (CEPA®) designation

  This year I earned the CEPA designation to expand and strengthen the services available to business-owner clients. This allows for a more structured approach to preparing for future business transitions or exits with the goal of achieving more optimized outcomes. (Link here: https://www.globalwealthharbor.com/blog-postsexpanded-services-for-business-owner-clients)

• Tax analysis and planning software – Holistiplan

Holistiplan is a tax planning tool that has received excellent feedback and provides clear insights and forward-looking tax scenarios to support more informed financial and tax decisions. (Link here: https://www.globalwealthharbor.com/blog-postsnew-tax-analysis-planning-software-available-to-financial-planning-clients)

• Equity Compensation Software & Estate Planning Platform (Previewed Last Year) - StockOptor

Previewed in the year-end post from last year, StockOptor is a equity compensation planning tool that helps analyze and optimize equity compensation decisions, and Trust & Will is an easy-to-use estate planning platform that helps you create wills and trusts documents online. (Link here: https://www.globalwealthharbor.com/blog-postsnew-resources-available-to-clients-next-year)

• Enhancements to our core comprehensive financial planning platform – RightCapital

RightCapital, the primary planning platform we’ve used from the beginning for clients, introduced additional enhancements this year to improve scenario modeling and overall usability. If you’re interested in learning more about these updates, you can find details here. (Link here: https://www.rightcapital.com/blog/q3-2025-updates/)

• And don’t forget that the discount fee program for friends and family of existing clients introduced in 2025 will continue into next year as well :)

I’d love to hear your thoughts on what other tools or resources you think would be helpful to add to our services. Wishing you and your family a wonderful holiday season and a great start to the new year!

*Disclaimer: The software mentioned in this article comes from third party vendors and are separate businesses from Global Wealth Harbor LLC. Despite of the due diligence conducted on the software, Global Wealth Harbor LLC have no direct control of the products and services of any third-party vendors, and therefore we do not endorse or guarantee third-party vendor's offerings and are not responsible for any issues arising from your interaction