Jacque LeFore became a CFP® certificate in 2002. After graduating with a Bachelor of Science in Mathematics from Oregon State University in 1991, Jacque went on to work in several of the major insurance firms as a financial planning professional.
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 referred his services to one another.
Jacque has worked with Naviplan since 1999 and has customized his plan output so that it is user friendly for both the advisor and their clients. Jacque now uses e-Money as his planning platform. When needed he supplements the e-Money Presentation with an offline set of calculations in Excel 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.