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.

$125/hour with a minimum of 10 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

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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

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The Life of a Plan

  • 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.

  • 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.

  • I review the information, model it in your financial planning software, and provide notes, summaries, recommendations, and any other deliverables within your planning process.

  • We review the plan as much as you want so you understand and are comfortable with what has been modeled.

  • 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

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To empower advisors to refine their client service and enrich their lives through outsourced financial planning

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Software Experience

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Wealthbox logo with a blue hexagon icon and the word 'Wealthbox' in bold black letters.
Holistplan logo with a 3D cube design and the word 'holistplan' in teal and navy colors.
AdvisorEngine logo featuring stylized 'A' and 'E' icons with the company name.
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Expertise

Financial Plan Creation

Tax Planning

Retirement Planning and Modeling

Equity Compensation

Rental Property

Small Business

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