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  1. outsourcefinancialplanning.comOutsource Financial Planning

    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.

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

    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.

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

    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. They are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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

    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).

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

    Flexible scheduling. Detailed data analysis, including annual cash flow and tax projections. Off-line planning summary and worksheets for items such as business and investment property proforma.

  6. outsourcefinancialplanning.com › outsource-financialSample Deliverables - Outsource Financial Planning

    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 ...

  7. outsourcefinancialplanning.com › how-we-work-homeHow We Work to Benefit You - Outsource Financial Planning

    2017年6月17日 · 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, benefits, training, etc. • Enhance the depth of expertise you offer clients by adding a CFP® designee.