Although many organizations contacted us and said they supported what we were doing, ultimately, we didn’t receive enough interest to keep the Zoo self-sustaining. We'll miss the Zoo but want to leave you with some resources.
Below are a few options if you want to continue to outsource parts of your planning business.
This list was recently curated by the team at Kitces.com. The full article is here: Outsourcing Financial Plan Preparation.
Delegated Planning, LLC
Foundation Financial Planning
Nifty Advisor Support
Outsource Financial Planning LLC
Spire Outsourcing, LLC
Virtual Outsource Solutions
We wish you continued prosperity!