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1. outsourcefinancialplanning.com › about-usAbout Jacque LeFore - Outsource Financial Planning

   outsourcefinancialplanning.com › about-us

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   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.

2. outsourcefinancialplanning.com › contact-usContact Us - Outsource Financial Planning

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   President, Outsource Financial Planning, LLC. 14987 NW Twinflower Dr. Portland, Oregon 97229 Phone No: 1-503-466-1796. 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.

3. outsourcefinancialplanning.comOutsource Financial Planning

   outsourcefinancialplanning.com

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   We audit, input and know the workarounds to complete advanced modeling in Emoney. Are inputs in Base Facts accurate? Do the comparison graphs in Decision Center make sense? Are you maximizing income tax strategies? Outsourced eMoney Advisor Financial Planning Services. Outsourced Financial Planning for Financial Professionals. eMoney Financial ...

4. outsourcefinancialplanning.com › why-outsourceWhy Outsource - Outsource Financial Planning

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   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.

5. outsourcefinancialplanning.com › how-we-workHow We Work - Outsource Financial Planning

   outsourcefinancialplanning.com › how-we-work

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   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). The advisor ...

6. outsourcefinancialplanning.com › of-interestOf Interest - Outsource Financial Planning

   outsourcefinancialplanning.com › of-interest

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   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

7. outsourcefinancialplanning.com › efficient-execution-of-aEfficient Execution of a Financial Plan

   outsourcefinancialplanning.com › efficient-execution-of-a

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   2015年3月20日 · Outsourced NaviPlan and eMoney Advisor Financial Planning Services. Outsourced Financial Planning for Financial Professionals. eMoney Financial advisor.