PLAN FORWARD GmbH Competitors

Experts for your success. We assist you with running projects, improving processes and managing change in a way that will allow your company to draw the greatest possible benefit from it. Our experienced team of international experts is ready to support you – with industry-specific expertise in a plethora of diverse business sectors. We cooperate with our clients on the basis of mutual respect, openness and curiosity in order to drive sustainable improvements. Energy for your goals. next level is present at 10 locations world-wide. We offer our services in 12 languages. Our clientele ranges from small to medium-size enterprises all the way to international corporations. Client satisfaction is our true measuring stick for our success. next level partners with prominent project management associations such as IPMA®, is a Registered Education Provider for the PMI® as well as an APMG accredited training association for PRINCE2®. We cooperate with international enterprises and institutes rated as top achievers in their respective areas of expertise. Specialtisations These are the services we offer: certification for PMI®, IPMA®, PRINCE2®, Interim Management, training, coaching and consulting for project management, process management and change management, project audit, conceptualisation and organisation of events.

We’re a Fee-Only RIA committed to going beyond the norm of just investment advice. You need an advocate that understands how each aspect of your financial life affects another and how every decision impacts you and your peace of mind. As you search for the perfect advisor, just know that the level of holistic planning we pursue is uncommon in our industry, and you deserve it. Holistic Planning, LLC provides investment advisory services through Uptick Partners, LLC, a registered investment adviser regulated by the Securities and Exchange Commission ("SEC"). SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The information presented is intended for educational purposes only and is not intended as personalized investment, tax, or legal advice, or a guarantee that you will achieve a desired result. Before implementing any strategies discussed, you should consult your tax and financial advisors.

We help individuals, families, and business owners simplify their financial lives through comprehensive wealth management, retirement planning, investment management, and tax coordination. At IPG, we act as your Personal CFO - bringing together all the moving parts of your financial life so you can make clearer, more confident decisions. Our planning approach is fully integrated. Instead of working in silos, we coordinate investments, retirement strategy, tax planning, and cash flow into one connected plan supported by a team of advisors, planners, and tax professionals. We work with clients across life stages, from building wealth to preparing for and living in retirement, with a focus on long-term relationships, not transactions. “Innovative Planning” means there is no one-size-fits-all strategy. Every plan is tailored, intentional, and designed to evolve as your life does. If you’re looking for a more coordinated approach to your financial life, we’d be glad to connect. Follow along or reach out to start a conversation. Securities are offered through LPL Financial, Member SIPC www.sipc.org. Investment advice is offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Innovative Planning are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.innovativeplanning.com Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.