Outsourced Financial Planning Services for Financial Professionals
Our Core Values
Flexibility | We are an advisor friendly firm.
No engagement is too big or too small. We have no minimums or retainers, so we can be an integral part of your practice or provide occasional help.
We can drive the financial planning process, learn your system, or create something fresh together.
Tag us in and out of the planning process as needed.
Teamwork | An extra set of eyes can add perspective, generate fresh ideas, and improve quality. Multiple planners will have seen your client’s plan before it gets to them.
Specialization | All we do is work on financial plans for financial advisors.
We have no direct clients and do not manage money. This allows us to fully focus on the financial planning process without being your competition.
We’re experienced in all major financial planning softwares (eMoney, Right Capital, Money Guide Pro) and happy to learn something new.
By working with a variety of advisors, clients, and systems we’re able to gain insight into what works and what doesn’t.
Featured On
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Steven Jarvis's Retirement Tax Services podcast
Episode: Finding Help for all of These Value Adds?
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Michael Kitces Nerd's Eye View
Article: Outsourcing (Parts Of) The Financial Plan Preparation Process To Boost Solo Advisor Capacity
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The Wealth Shift Journal
Article: Will You Pay Higher Taxes Under the GOP Plan?
“Brody delivers high level financial planning to my clients which allows me to focus on other areas of my business. Not only is he knowledgeable (has the CPA and CFP designations) but also personable and likeable. During plan delivery, Brody takes the lead and presents the plan and our recommendations to clients. If you run a lean RIA firm, and interested in providing comprehensive financial planning services, I highly recommend partnering with Foundation Financial Planning. ”
“Brody has been a godsend to our team. He is punctual, upbeat, generous with his time, and always goes the extra mile to ensure our clients have the appropriate information to make decisions that will help them have the greatest impact on their future plans. We are pleased to have him as part of our team.”
“Working with Brody and Aaron has become an essential part of my firm’s workflow. I view them as part of my team and they have become a vital part of the client experience. For anybody that is looking to augment their financial planning capabilities, I suggest that you consider Foundation Financial Planning.”