FINANCIAL PLANNING ADVOCATE

FPAdvocate teaches you to go from blueprint to building and implementing a personal financial planning practice: either stand-alone or as a complement to your existing tax practice. We will provide step-by-step guidance, consulting, classroom instruction, coaching, and ongoing mentoring to assist you... Financial Planning Advocate began with the idea that client's need an advocate for their financial planner, not a salesperson... Our services are offered by leading experts, who have built their own successful fee-for-service personal financial planning practice without investment management and without product sales. With having over 15 years of experience working with CPAs in the implementation of personal financial planning services into their tax practices. They have also assisted entrepreneurial CPAs in establishing and building their own stand-alone personal financial planning firms.

Also known as: Financial Planning Advocate, LLC, FPAdvocate