Great client plans, simply delivered.
ELEVATE PLANS
Grow your business.
Crafting great financial plans for advisors is all we do:
- Get custom-branded plans, client delivered in 3 business days.
- Impress your clients with an elevated experience and high-yielding recomendations
- Increase your close rate & reduce churn with annual plan updates
%
Time Saved
The average advisor spends 15 hours on a plan. PlanScout advisors spend 3.
DELIGHT YOUR CLIENTS
Great Plans
Our planning techniques are consistently evolving to add more value to your clients:
- Make an impact with beautiful and easy to grasp visuals
- Capture your client’s goals and lifestyle needs to ensure confidence in retirement & beyond
- Empower your clients by measuring success in terms they understand
Plans starting at $485 a month
Million
PlanScout plans have created over 700 Million in added value for advisors and their clients this year.
Simply delivered.
We are in the relationship business, just like you. Interact with our planning experts who tailor plans to fit your preferences.
Seamless Financial planning
Why outsource financial planning?
Great Plans = Happy Clients
A great financial plan, updated annually ensures you stay in touch with changes in your clients earning and spending – ensuring your asset allocation and investment approach are aligned with their needs.
Life changing recomendations
Our plans show clients how to maximize the after-tax value of their lifetime income. We use simple illustrations to support timing of Social Security withdrawals, IRA conversions, annuity purchases and charitable giving.
Fast delivery
Plans are initially delivered in 3 to 5 business days from submission.
Custom to your practice
Our plans are tailored to your business. We can achieve great results using the products you recommend and use in your practice.
We're on your team
Meet live with our US team of dedicated relationship managers to fine-tune and finalize your client plan.
Our Blog
Automatic OBBB Plan Updates Launch in PlanScout
Your Plans Just Got Smarter: How PlanScout Keeps Your Clients’ Plans Up to Date with OBBB The One Big Beautiful Bill (OBBB) represents one of the most significant legislative changes in recent years. From expanded opportunity zones to shifting deduction limits, it...
Should You Pay Off Your Mortgage Before Retirement?
One of the most common questions retirees and pre-retirees ask is whether they should pay off their mortgage before retiring. It’s a significant decision that affects your cash flow, financial flexibility, and peace of mind. The right choice depends on your individual...
What Prospective Clients Want to Know Before They Hire You (and How to Build Trust From the First Meeting)
Clients rarely walk into a first meeting ready to hand over their financial future. They’re cautious, curious, and often carrying past experiences — good or bad — that shape how they view you. It's critical to understand what prospective clients want to know before...