Our outsourced financial planning services are highly individualized

Hourly Rates vary from $125-$150/hr based on software and volume of plans



(1) Getting Started: Complete Client Agreement and Confidentiality Agreement. A link to our current ADV will also be provided with the forms to start engagement, and annually as required.

Choose your Software Planning Platform:

NaviPlan®     emoney Advisor     Logo       Money Tree Software, Making Good Financial Planners Better.



(2) Secure Document Delivery/Plan Writing: 

Receive data via secure document delivery, popular methods include cloud-based storage. You can also use secured or encrypted email. Some planning software has document storage embedded. Let us know what you currently use. Once documents and deposit are received plan writing will begin and we will prepare and send punch list of missing information required to complete the plan.

*DROPBOX is not recommended.

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(3) Complete Plan Writing: update plan w/ information from punchlist



(4) Preview Call w/ Planner and Advisor: Together we will review, revise modeling and discuss alternate scenarios


(5) Deliverables: After coming to an agreement on the plan, complete fine-tuning from discussion and Prepare Executive Plan Summary


(6) Monitor:  Periodic updates, as needed

We look forward to talking with you about how we may be able to assist your company as an outsourced financial planner!

Apr 9, 2015 | Posted by | Comments Off on Process