Catalyst Planning Group Competitors

Catalyst Solutions has been providing cost effective, intelligent business solutions exclusively to health plans for over 25 years. Our solutions include: -Consulting for plan strategy, operations, and technology -AI enablement -Business process outsourcing for: claims, contact center, enrollment, configuration, A&G, and numerous other areas on our Catalyze platform or yours. For more information contact info@catalystsolutions.com

Cornerstone Planning Group is an RIA (Registered Investment Advisor) collective built to support independent financial advisors and the clients and families they serve. We provide the structure, resources, and steady partnership behind thoughtful financial planning, helping advisors deliver clarity, confidence, and long-term direction through every stage of life and business. At Cornerstone, we thrive on interdependence, so you can build independently without doing it alone. We’re built on shared strength, trusted guidance, and a commitment to doing what’s right. Because who you build with matters.™ We support advisors who want to: • Build sustainable, independent firms • Serve clients with more clarity, care, and intention • Grow with the support of a connected platform and collective of people who care And the clients they serve, including: • Individuals and families seeking long-term guidance • Those seeking 401(k) and retirement clarity at any stage • Business owners navigating complexity and transition • People who want their financial life to feel clear, grounded, and aligned

Aspire Planning Group offers Comprehensive Financial Planning for Individuals and Families, through Goal based Investment Management. Ready to live fully? Then it’s time to plan wisely. You deserve to live an amazing life. We can help you get there sooner than you thought possible. Julie Hupp, founder of Aspire Planning Group and a Certified Financial Planner™ professional per CFP Board, is an award-winning wealth manager who understands that your aspirations and goals are unique, and who earns your trust every step of the way. She’ll help you make sense of the complex financial landscape, give you the confidence you need and bring your dreams within reach. She has deep expertise working with independent women and couples, and has a track record for guiding her clients through everyday financial decisions and even life’s biggest transitions (like job loss, divorce or death of a loved one).