Financial Planning- Consultants & Outsourced Partners
(Financial Planning & Wealth Management) [5]

Back Office Solutions, LLC
Naiomi Scrivener
www.backofficesolutions.net
nscrivener@backofficesolutions.net
817-571-1176

Financial Planning Outsource Services, LLC
Kristen M. Jankowski CFP and MBA
www.financialplanningoutsource.com
Email: kristan@financialplanningoutsource.com
971-660-9005

From FPOS website: Financial Planning Outsource Services, LLC, specializes in preparing financial plans for busy Financial Advisors.  As a CFP® / MBA (Finance), I’m able to sort through your client’s facts by analyzing their current and future situation, recommend different alternatives by creating “what if” scenarios, and summarize the results in an easy to understand format.  In addition, I’ll review the final presentation with you to help prepare you for your meeting.

My clients find my services helpful because I free up time for them to focus on growing their practice as well as spending more time with high valued clients. In addition, I enjoy performing analytical work and creating financial plans and summaries, whereas they typically enjoy building relationships and/or asset management – As a result, this presents a great match and partnership between myself and my clients. 


InKnowVision
www.inknowvision.com
630-596-5090

From IKW website: InKnowVision is a national consulting firm and a leader in the design and development of wealth transfer planning and income tax solutions for attorneys, financial professionals, family offices and accounting firms who serve affluent individuals, families and business owners. We provide all of our Advisors with planning capability leading to comprehensive engagements, higher client retention and satisfaction in the high net worth market.

TWAMS Advisor Services
Thomas Zaccaria, CFP®
www.twams.com (website currently being redone)
484-318-7748

TWAMS Advisor Services, LLC provides Financial Planning and Operational Services to Financial Advisors and RIA's.


Wealthcare Capital Management
Financeware, Inc.
877-566-4786

From Fw website: Financeware provides advisors a framework for combining their insight with industry-leading probability analysis software. This process, called Wealthcare, moves advisors from simply providing static financial planning and reporting to an approach creating and updating advice tailored to their clients on an ongoing basis. For an in-depth discussion of the entire Wealthcare process, including scripts and a sample presentation, click on the link to access the Complete Guide to Wealthcare.