Jacque LeFore became a CFP® certificate in 2002. After graduating with a Bachelor of Science in Mathematics from Oregon State University in 1991, Jacque worked as a financial planning professional at several major insurance firms.
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 fall 2015. Starting in 1999, he worked with NaviPlan and customized plan output to be user-friendly for the advisor and their clients. When needed, he supplements the eMoney Presentation with an offline set of calculations in Excel or Python for rental real estate, equity compensation, business situations, and advanced estate planning.
Jacque has an in-depth understanding of the array of insurance products, stock options, and tax, in addition to the retirement, education, and estate planning included in most financial plans. Jacque executes his analysis via webinars for clients and advisors, allowing the advisor to better tailor their deliverables for each client.
Jacque’s free time is spent at his daughter’s cheer competitions, writing Python code, and at the gym. Jacque competed at his first sanctioned USA Powerlifting meet in April 2018.