Outsource Services Hello ~ …
2011
Hello ~ My name is Kristen M. Jankowski and my firm, 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 us. Clients also see the benefits of receiving financial plans because it answers their questions on reaching their goals and/or finding the best solution to their needs. If you would like to begin outsourcing some of the planning functions, please contact me. We can set up some time to discuss your needs and how I can help you and your practice. I take a sincere approach to helping advisors and ensure they are satisfied with the end result.
