Outsourced Financial Planning Services for Financial Professionals
Our Core Values
Flexibility | We are an advisor friendly firm.
Scope | No engagement is too big or too small. We have no minimums or retainers enabling us to be an integral part of your practice or just provide some help on occasion.
Methodology | We can drive the financial planning process, learn your system, or create something fresh together.
Customization | We’re happy to adjust cosmetic (colors, fonts, logos, etc.) or material (assumptions & content) elements to best suit your needs.
Teamwork | An extra set of eyes can add perspective and improve quality. Multiple planner’s 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.
We’re experienced in all major financial planning softwares (eMoney, Right Capital, Money Guide Pro, Advizr, Money Tree, NaviPlan) and designed our own in-house system.
By working with a variety of advisors, clients, and systems we’re able to gain insight into what works and what doesn’t.