Join Our Team

If you are a CPA and desire to offer Personal Financial Planning, consider our fee-for-service model:

• We offer Personal Financial Planning without managing assets and without selling products
• Provide independent and objective advice to your clients
• Proven model
• Increase your presence and credibility in your community
• Be a part of history and help Personal Financial Planning become a recognized profession instead of a sales tool
• Comprehensive training program
• Market exclusively through a network of select professionals, such as attorneys, trust officers, CPAs, investment and financial advisers
• Become your client’s advocate
• Client implementation rate is 100 percent
• The majority of clients recover their fees in the first year
• Training to become a fee-for-service personal financial planner provided by Financial Planning Advocate, LLC.