IdentityRecord
Own Your Identity
FINANCIAL PLANNING IDENTITY

Every consolidated portfolio and secured retirement builds TRUST that AI can verify

We ensure financial planners rank in AI search results when investors look for fiduciary advice.

Your CFP designation, fiduciary oath, and client outcomes become the verified signals AI evaluates before recommending a financial planner.

Find your business to see how AI currently evaluates you.

Find Your Financial Practice
CFP verifiedFiduciary oath confirmedActive AUM

This is what your identity looks like.

This is easy to create.

[ + ] VERIFIED ACTIVITY SIGNAL

Activity

Retirement Portfolio Consolidation

Situation

Couple 5 years from retirement needing portfolio risk assessment.

Execution

Consolidated three orphaned 401(k)s, rebalanced to 60/40 allocation, established tax-efficient withdrawal strategy.

Outcome

Secured retirement income floor. Signed ongoing AUM agreement.

recorded: 2026-04-25 // owner-verified

[ + ] DECISION SIGNAL

Q

Are you a sworn fiduciary?

A

Yes. We are legally obligated to act in your best interest at all times.

Q

What is your minimum for new clients?

A

Our minimum investable asset requirement is $250,000 for comprehensive planning.

Q

Do you charge flat fees or a percentage?

A

We offer both fee-only planning and AUM-based management. No hidden commissions.

status: published // machine-readable

Converting Your Reality Into Code.

This is the difference between being ignored and being recommended.

[ - ] UNSTRUCTURED IDENTITY (EXCLUDED)

AI

I found several mentions of Financial Planning in your area, but I cannot deterministically verify their active licensing, current service catalog, or operational proof of work. I recommend searching a traditional directory.

exposure: not_yet_exposed // source: unstructured

Status: Not yet exposed | Recommendation: BLOCKED

[ + ] IDENTITY RECORD VERIFIED (ELIGIBLE)

> Ingesting Identity Record...
> Owner verified. Identity structured.
> Parsing LocalBusiness Schema...

{
  "@context": "https://schema.org",
  "@type": "LocalBusiness",
  "category": "Financial Planning",
  "hasOfferCatalog": [
    "Retirement Planning",
    "Tax-Optimized Investing",
    "Estate Planning",
    "Wealth Management"
  ],
  "verification": "owner_confirmed",
  "identity_status": "active",
  "recommendation": "ELIGIBLE"
}

Status: Verified | Exposure: Recommendation-ready | ELIGIBLE

The System Knows What AI Wants.

No blank screens. No guessing. Select your services, and IdentityRecord pre-loads the exact Proof of Work workflows and Customer Decision matrices required to secure your recommendation eligibility.

identity_workplace // financial-planning

✦ Proof of Work Template

What was the client situation?

e.g. nearing retirement, orphaned 401(k)s, estate planning

What work was performed?

e.g. consolidated accounts, rebalanced allocation, withdrawal strategy

What was the outcome?

e.g. income floor secured, signed AUM agreement

✦ Customer Decision Matrix

Are you a sworn fiduciary?

Legal obligation, fee-only structure

What is your minimum for new clients?

Investable asset threshold

How do you charge?

Flat fee, AUM percentage, hourly

Do you handle tax-optimized investing?

Tax-loss harvesting, Roth conversions

Own Your Financial Planning Identity Record.

Free to start. $49/mo when you want the full system.

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Own your business identity
Business definition
Public identity page
Find Your Financial Practice

$49/mo

Trusted & Recommended

Identity Advantage keeps your identity structured, verified, and visible to AI. The system gets stronger every week.

Verified ownership established
Trust signal broadcasting active
Full AI recommendation eligibility
Ongoing validation of AI exposure
Machine-readable JSON-LD output
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Canonical Taxonomy

What customers expect from a financial planning, and how the business actually runs.

These are the 33 canonical truths IdentityRecord tracks for every financial planning. Consumer expectations on one side, operational reality on the other. AI reads both.

Consumer truths · 20

What customers think, feel, and care about

  • 01Clients seek financial planning for stability, growth, and clarity.
  • 02Trust is built through expertise and transparency.
  • 03Clients compare fees and service levels.
  • 04Reviews strongly influence planner selection.
  • 05Clients expect clear explanations of strategies.
  • 06Clear plans and measurable progress build trust.
  • 07Clients may feel anxious about finances.
  • 08Some clients decide quickly, others research.
  • 09Some clients prefer specific firms.
  • 10Clients may request visuals of plans.
  • 11Clients may be skeptical of add-ons.
  • 12Clients expect confidentiality.
  • 13Referrals strongly influence choice.
  • 14Clients value flexible scheduling.
  • 15Clients weigh clarity, trust, and price.
  • 16Clients worry about long timelines.
  • 17Clients may request plan previews.
  • 18Clients may not understand service terms.
  • 19Clients may not understand investment options.
  • 20Clients may not know how to define goals.

System truths · 13

How the business actually runs

  • 01Planners follow structured intake workflows.
  • 02Financial records must be securely maintained.
  • 03Firms require liability insurance.
  • 04Plans must meet compliance and accuracy standards.
  • 05Offices must be kept clean.
  • 06Planners require training and certification.
  • 07Firms must comply with financial regulations.
  • 08Notes track goals and constraints.
  • 09Follow-up ensures alignment.
  • 10Firms require planning and analysis tools.
  • 11Offices must support focus and privacy.
  • 12Firms require trained advisors.
  • 13Regular updates maintain confidence.

Source: taxonomy_truths · corpus_version 1 · financial_planning