Outsource for fee-only financial planning firms Planning Done For You
Audit client statements, analyze their situation, data entry into financial planning software, audit the draft plan, and create a task list/red flags for the advisor to review.
Analyze the client's financial plan and create multiple scenario's for the advisor.
Finalize their financial plan by creating a planned deliverable that summarizes their situation, including goals and next steps.
For retainer model advisors, I can follow up, keeping track of tasks and next steps and updating their plan.
CRM: Redtail and Less Annoying CRM
Planning: eMoney, Money Guide Pro and Right Capital
Data Management: Drop Box, Google Drive and Share File
Investment Analysis: Morningstar and Riskalyze
Other Software: Mindmapping and MS Office
The next step is for us to get on the phone and have a conversation! I look forward to learning more about your financial planning firm and how outsourcing can help you reach your personal and business goals.
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