Backoffice

Planners

Outsourced financial planning support for solo advisors and small RIAs

Financial Analysis

Tailored financial analysis including cash flow and real estate projections

Paraplanning

Build the base case of the financial plan to highlight gaps and risks

Financial Planning

Tailor and prepare client-ready fiduciary, CFP® recommendations

See you in Atlanta!

We will be attending sessions and the exhibit hall. Please say hi!

ENTIRELY BACKOFFICE

We are passionate about planning, analysis, technology and equipping advisors for success.

TECH WIZARds

We bring efficiency and expertise to RightCapital, Holistiplan and FLS. Focus on your clients, not the tech.

DO MORE WITH CLIENTS

Spend more time with clients with a trusted fiduciary to handle the analysis and recommendations.

Financial Planning

Your partner in planning. Our credentialed financial planners go deep to develop strategies with you, and write deliverables to help you shine with clients.

Starts at $150/hour

• Detailed planning scenarios
• Collaborative planning recommendations
• RightCapital customization
• Client-ready summaries and deliverables
• Advanced & Custom excel models
• Family Law Software scenarios and projections
• Holistiplan tax scenarios and projections
• Prepared by a CFP®
  

OG TECH NERDs

We work in advanced systems and truly love the tech.

Tax questions? Scenario analysis? Stock Options?

Even in complex situations, we can help.

What credentials do you have?

Our team includes CFP® professionals who review all analysis and paraplanning and exclusively prepare all scenarios to a fiduciary standard.

Will you poach my clients?

We only work behind the scenes and never interact with your clients. We prefer serving other businesses, and are not an RIA.

Can you sit in on client meetings?

No, but can recommend technology to make your meetings and data gathering (much) more efficient.

How do you handle sensitive client data and PII?

All of our team members are trained in handling PII, and only necessary members of our team have access to PII. We do not retain records and are happy to comply with your security protocols.

Is this going to be a total headache?

No. We know you’re busy, so we equip your team with the tools you need to get a great plan done. We keep the process on track and work on your schedule, so you don't even have to think about it.

How does your team operate with my team?

Our team has deep experience with project management and client service. We work directly with your team, and can provide as little or as much structure and process as you want. We use your tools and software.

Are you an RIA?

We currently operate under the de minimis exemption for the state of California. We operate under your compliance umbrella.

Are you a fiduciary?

Yes. Our planners are held to the fiduciary standard by the CFP® designation. But more importantl;y, we believe in the fiduciary mindset.

Are you a cat or dog person?

If you have read this far, you should definitely schedule a call. We'd be happy to help you figure out what you're solving for (and so would Frank, our office dog).

GET IN TOUCH

We'd love to help you think through outsourcing financial planning support.

EMAIL

hello@backofficeplanners.com