How CFP® Jared Tanimoto Uses Wealth.com to Deepen Client Relationships and Deliver Comprehensive Planning

The Challenge: Meeting Modern Client Expectations

Before adopting Wealth.com, Jared Tanimoto had built Sedai Wealth around comprehensive, goals-based financial planning. His clients, many of them tech employees or small business owners, valued strategic guidance but often delayed estate planning due to perceived cost or complexity.

“I’d have clients who knew they needed an estate plan but didn’t want to spend thousands of dollars with an attorney,” Jared said. “Others would use basic online tools, but the process was hands-off and disconnected from their broader financial plan.”

Jared wanted to integrate estate planning into his workflow in a way that felt cohesive, collaborative, and advisor-led. His goal was simple: eliminate the handoff to outside providers and create a single, seamless client experience.

The Solution: A Modern, Advisor-First Estate Planning Platform

As an early adopter of new advisor technology, Jared first discovered Wealth.com through the advisor community. “I heard other independent advisors talking about it online,” he said. “When I saw how it worked, I knew it would fit into my planning process.”

After attending a demo and connecting with the Wealth.com team at Future Proof, Jared began incorporating the platform into his practice. “I’ve been using Wealth.com for about two years now,” he said. “It’s clean, intuitive, and easy to add to my client onboarding process.”

Today, roughly 35% of Jared’s clients have completed or updated their estate plans through Wealth.com. For many of his younger clients, especially those in their 30s and 40s, the process provides an accessible way to create essential documents like wills, trusts, and powers of attorney, all with their advisor’s guidance.

The Results: Conversations Stronger Relationships and Long-Term Retention

Jared’s decision to embed Wealth.com into his planning model has paid off in retention, client satisfaction, and referrals.

“I include estate planning as part of my flat-fee planning model because it builds trust and long-term relationships. It’s a huge value add, and clients stay when they feel everything is handled in one place.”

By offering estate planning within his flat-fee and retainer model, Jared differentiates his practice from others that bill separately for each service. “Clients don’t want to feel nickel-and-dimed,” he explained. “When they see that estate planning is included, it reinforces the value of the relationship and makes them more likely to stay.”

He’s also won new business through this integrated approach. One retainer client, paying $5,000 annually, chose Sedai Wealth specifically because estate planning was included as part of the engagement.

Client Story: A Seamless Experience from California to Hawaii

Jared’s approach to client service extends beyond planning. It’s about making complex processes simple. One recent example came when a client in Hawaii needed help retitling property under the state’s unique Land Court system.

“I had a great experience using Wealth.com recently with a client in Hawaii. We were setting up a trust, and as part of the process needed to retitle their home. Hawaii has a unique system called Land Court, which adds an extra layer of complexity to the titling process.

“Wealth.com connected both me and my client to a local Hawaii attorney who handled a complex Land Court retitling process seamlessly. It made the client experience feel really polished.”

For Jared, that moment reinforced how Wealth.com’s national Attorney Network and technology-driven coordination elevate client service and reduce friction for advisors and clients.

Elevating the Advisor’s Role

Over the past two years, Jared has completed more than a dozen estate plans through Wealth.com, plus multiple plan reviews for existing clients. He regularly uses the platform’s visual diagrams and document summaries to help clients better understand their plans.

“I like that clients can actually see the structure of their estate visually instead of flipping through an 80-page document,” Jared said. “It makes the process feel modern and transparent.”

Wealth.com’s AI-powered document review, Ester®, has also proven valuable. “It even caught a typo in a client’s trust document,” Jared said. “It’s a great layer of quality control.”

Looking Ahead: Estate Planning as a Core Part of Modern Financial Advice

Jared sees Wealth.com as a key differentiator in an industry that’s evolving toward deeper client engagement and holistic service. “Clients expect more from their advisors today,” he said. “Wealth.com lets me offer estate planning as part of a modern, all-in-one experience. It’s not just a value add. It’s a differentiator.”

By keeping estate planning in-house, Jared ensures clients receive consistent, advisor-guided support throughout every stage of their financial lives. “The more we understand our clients’ families and what matters to them, the better advice we can give,” he said. “Wealth.com helps make that possible.”

A special thanks to Jared Tanimoto, CFP®, for sharing how Wealth.com helps Sedai Wealth strengthen client relationships, streamline estate planning, and deliver more comprehensive financial advice.