Our Services
Ongoing Outsourced Planning
Pass off as much or as little of your planning process as you want from data gathering through finalizing deliverables. Using your financial planning tools, I can reduce your time spent on gathering client data, inputting into planning tools, analyzing, and updating your deliverables.
$100/hour with a minimum of 30 hours per quarter
One-time Planning Process Consultation
Together we will define your planning process, create efficiencies, and make it repeatable so you have capacity to add more clients, serve current clients more effectively, or build more life into your work-life balance.
$2,000
Onboarding Process
Initial Call - 30 minute call to get to know each other
Sign Contract - Service Agreement tailored to you and your needs
Onboarding session - Test all software licenses and review your planning process and deliverables
Go to Work - Start working together to help you do what you do best and outsource the rest
What’s included
Data Gathering
Data Entry
Basic Plan Analysis
Advanced Plan Analysis
Creating and Updating Deliverables
Crafting Meeting Agendas
The Life of a Plan
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You or I gather the data that you would like me to review. I can help you fine tune your process or work directly with your clients to gather information.
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If you are gathering the data, you share statements, tax returns, meeting notes, and any other client information via your secure, cloud-based storage and CRM.
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I review the information, model it in your financial planning software, and provide notes, summaries, recommendations, and any other deliverables within your planning process.
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We review the plan as much as you want so you understand and are comfortable with what has been modeled.
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I complete any additional review or modeling and update deliverables and you have a ready to present plan so you can meet with your client.
My Mission
To empower advisors to refine their client service and enrich their lives through outsourced financial planning
Software Experience
Expertise
Financial Plan Creation
Tax Planning
Retirement Planning and Modeling
Equity Compensation
Rental Property
Small Business