Thank You for Supporting Planning Zoo

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

https://delegatedplanning.com/

Foundation Financial Planning

https://outsourcedfinancialplanner.com/

Fractional Planning

https://www.fractionalplanning.com/

Nifty Advisor Support

https://www.niftyadvisorsupport.com/

Outsource Financial Planning LLC

https://outsourcefinancialplanning.com/

Outsourced Planning

http://www.outsourcedplanning.com/

Simply Paraplanner

https://simplyparaplanner.com/

Spire Outsourcing, LLC

https://www.spireoutsourcing.com/

Virtual Outsource Solutions

https://thevosteam.com/

We wish you continued prosperity!