Revolutionize your Practice with PlanScout
We’re your partner
At PlanScout, we’re a business founded by advisors, and we’re here to transform your practice. Our mission is to address one of the most challenging aspects of your practice – crafting and maintaining high-quality financial plans for your clients.
PlanScout is your dedicated partner. We provide outsourced support by creating comprehensive cash-flow financial plans that visually highlight the immense value of your recommendations.
Seamless Financial planning
Our Proven Process
Structured Plan Intake
As an advisor, you start by completing our structured and comprehensive plan intake interview. This can be done digitally, through a fillable PDF, or with the option for live support from our team if needed.
Plan Preparation
Our expert team at PlanScout leverages our proprietary planning techniques and cutting-edge software to prepare a draft of the financial plan in just 2 to 5 business days.
Plan Review & Customization
We then meet with you to review the plan, ensuring it aligns with you and your client’s priorities.
Adjustment & Final Review
Based on your feedback, PlanScout makes necessary adjustments to the plan, ensuring it meets your exact requirements.
Client Consultation
Finally, you review the financial plan with your client, presenting them with a comprehensive and compelling financial roadmap.
Our Stand-Out Deliverables
PlanScout’s deliverables are meticulously designed to help you convey a compelling financial planning story to your clients. You’ll receive:
A detailed cashflow plan
A plan showcasing assets, cashflow, incomes, expenses, and tax forecasts for each year of the client’s plan.
Visually-stunning presentation
A graphic-enhanced client presentation that educates and engages your clients in language they can easily understand.
How Does PlanScout Maximize Wealth for Your Clients?
Our proprietary planning software enhances your clients’ wealth in the following 4 ways:
Tax Efficiency
We strategically manage taxes through intelligent withdrawal sequencing.
Improved Returns
Our expert asset allocation optimization maximizes returns
Goal Achievement
Better budgeting and goal setting for retirement and asset draw-down.
Income Optimization
We ensure your clients make the most of social security and pension incomes.
Unlock your value with PlanScout
With PlanScout, you can effortlessly demonstrate the value you offer. Our client presentations:
Educate
Educate your clients about potential challenges they may encounter
Incorporate
Incorporate client priorities seamlessly into their financial plan.
Illustrate
Illustrate how your recommendations effectively address these challenges.
Objectively Measure
the impact of your recommendations, showcasing the value you provide as their trusted financial advisor.
Illustrate the Impact of Insurance and Annuity Products
At PlanScout, we tailor our approach to suit your preferences when integrating insurance and annuities. We don’t just rely on product illustrations; we paint a holistic impact-based view which effectively addresses your clients’ challenges and provides valuable solutions using insurance and annuities.
Two Flexible Partnership Options
save 2 months
PlanScout Essential
Create a high-quality financial plan for your clients’ retirement years.
Asset, cashflow, income, and tax forecasts for every year of the plan.
Optimize income longevity.
Stress-testing
Annuity modeling and analysis
Client-ready presentation
PlanScout Advanced
Everything in PlanScout Essentials, plus:
Unlimited plan revisions w/in 90 days.
2-business day turnaround
Tax-optimization analysis
Inheritance maximization
Long-term care affordability analysis
PlanScout Essential
Create a high-quality financial plan for your clients’ retirement years.
Asset, cashflow, income, and tax forecasts for every year of the plan.
Optimize income longevity.
Stress-testing
Annuity modeling and analysis
Client-ready presentation
PlanScout Advanced
Everything in PlanScout Essentials, plus:
Unlimited plan revisions w/in 90 days.
2-business day turnaround
Tax-optimization analysis
Inheritance maximization
Long-term care affordability analysis
| PlanScout Essentials | PlanScout Advanced | |
|---|---|---|
| Asset, cashflow, income, & tax forecasts | ✅ | ✅ |
| Detailed SIPS plan | ✅ | ✅ |
| Client Presentation | ✅ | ✅ |
| Advisor customized planning techniques | ✅ | |
| Revisions | 2 | Unlimited within 90 days |
| Plan turnaround | 5 business days | 2 business days |
| Planning Techniques and Optimizations | PlanScout Essentials | PlanScout Advanced |
|---|---|---|
| Income & lifetime spending optimizations | ✅ | ✅ |
| Stress test analysis | ✅ | ✅ |
| Social Security optimization | ✅ | ✅ |
| Pension optimization | ✅ | ✅ |
| Annuity modeling | ✅ | ✅ |
| Tax optimization analysis | ✅ | |
| Inheritance maximization | ✅ | |
| Charitable planning strategies | ✅ | |
| What-if spending optimizations | ✅ | |
| Long-term care forecasting & funding strategies | ✅ |