In two years, we have created over 75 checklists and flowcharts to help more than 1600 advisor members be more diligent in the planning process. It’s been an exciting journey so far, but that’s just the start! We have big plans and that’s going to take a bigger team.
Come create checklists and flowcharts with us!
We’re now looking to grow our team that creates our checklists and flowcharts. So, if you love checklists, dream in flowcharts, and have a passion for distilling financial planning concepts, we want to hear from you. These are full-time positions that can be done in a virtual environment.
Learn more about the open positions and apply here: