Step 1 Data Collection:
Typically, the advisor will collect data from the client including assets … Read More
Why Outsource
The obvious benefit of outsourcing financial plans for most advisors is the fact that the advisor … Read More
About Jacque LeFore
Jacque LeFore became a CFP® certificate in 2002. After graduating with a Bachelor of Science in … Read More
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?
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