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Outsource Financial Planning. How We Work. Step 1 Data Collection:Typically, the advisor will collect data from the client, including assets … Read More. Why Outsource. The apparent benefit of outsourcing financial plans for most advisors is that they can allocate … Read More. About Jacque LeFore. Jacque LeFore became a CFP® certificate in 2002.
In 2003, Jacque opened LeFore Consulting (now known as OutsourceFinancialPlanning) to assist advisors in executing financial plans for their clients. His consulting practice has grown organically as advisors refer his services to one another. Jacque moved exclusively to eMoney as his planning platform in the fall of 2015.
The apparent benefit of outsourcing financial plans for most advisors is that they can allocate their own time to their core expertise and not carry and maintain the high cost of having an experienced CFP® on staff full-time. An advisor can add capacity and expertise without adding costly overhead.
How We Work - Outsource Financial Planning. Step 1 Data Collection: Typically, the advisor will collect data from the client, including assets and liabilities, tax returns, payroll data, biographical information on each family member, expenses, etc. In some cases, he receives a data survey (fact finder).
President, Outsource Financial Planning, LLC. 14987 NW Twinflower Dr. Portland, Oregon 97229 Phone No: 1-503-466-1796. Email Address: [email protected] To schedule a time with me, click here. Connect with us at: CFP ® and are certification marks and are owned by Certified Financial Planner Board of Standards, Inc.
Sample Deliverables. Investment property proforma (2 pages) Failed to fetch Error: URL to the PDF file must be on exactly the same domain as the current web page. Click here for more info. eMoney deferred compensation savings, income tax, and portfolio assets comparison (2 pages) Failed to fetch Error: URL to the PDF file must be on exactly the ...
As an advisor, you guide your client through the planning process. Outsource Financial Planner assists you in the process by: • Allow you to spend more time working in your area of core competency • Add an experienced team member on-demand without salaries
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