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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.
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.
2015年3月20日 · Outsourced NaviPlan and eMoney Advisor Financial Planning Services. Outsourced Financial Planning for Financial Professionals. eMoney Financial advisor.
Phone No: 1-503-466-1796. Email Address: jacque@outsourcefinancialplanning.com. 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.
Benefits: Customized output. Add expertise without the fixed overhead. 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.
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.
2013年2月11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.
