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 to 5 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
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
Work Smart, Not Hard – 5 Tips on How To Build a GREAT Financial Plan that Delivers
Most advisors understand that a comprehensive financial plan is the cornerstone of a strong client relationship and a vital tool for envisioning life after retirement. That's why we've compiled 5 Tips on how to build a GREAT financial plan that delivers....
How To Create a Tailored Financial Plan that your Clients Understand and Love
When you’re building a financial plan are you thinking about YOUR perspective on finance, or YOUR relationship with your client? I certainly hope not! If you are, you are likely to build a plan that will leave your client confused and uninspired. We'll show you...
Hello from our CEO, Raygar 👋 PlanScout’s Vision for Advisor Growth and Enhanced SIPS Services
I'm Raygar Khailany, CEO of PlanScout, and I want to share what we’ve been working on for the last year. PlanScout is a fully outsourced financial plan development service for financial advisors. We create amazing financial plans and plan updates for your clients in...