Process

Outsource Opportunities provides comprehensive financial planning, with a range of service levels available. Our most basic services include data input by a paraplanner, while more extensive services can include a complete financial plan, utilizing information supplied by your client. Internet communication allows rapid transmission of data and plan review prior to final presentation.

Our processes are enhanced by state of the art computer software that expedites preparation of the plan and its revisions. Electronic processes serve the changing needs of our clients as their business strategies change.

The process is truly individualized by our use of Financial Profiles Professional System. This needs analysis software includes Financial Profiles for individuals and Business Profiles for small businesses. This software is recognized as a premier provider of services and sales presentation tools for the financial professional.

Our process contains two essential elements of outsourced financial planning:

1. Qualified supervision of the planning process. This must be done by an individual with appropriate experience and credentials. Catherine H. Jacobs meets this qualification (see About Us).
2. Secure data transfer. We utilize CryptoHeaven, a secure Internet communications service that offers encrypted e-mail and file sharing services.

Accordingly, development of a client’s financial plan is expedited by use of computer technology, overseen by a person with necessary credentials, and handled confidentially.

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