Smart, Personalized Planning Without the Heavy Lift

Leverage our expert planners and software to build client-ready financial strategies.

Scale Your Value.

Streamline Your Planning.

For financial advisors seeking to offload the technical demands of financial planning or enhance their value with ready-to-go strategies, the FourStar Financial Planning Service delivers both convenience and credibility.

Our in-house planning experts work alongside you to create custom financial plans tailored to your clients’ goals, using industry-leading platforms like eMoney and MoneyGuidePro. Whether you need one-time plan support or ongoing plan creation, we help you save time, maintain quality, and deepen trust with clients.

What You Get with Our Financial Planning Service

One-on-one planning intake for each client
Custom plan creation using eMoney or MoneyGuidePro
Visual reports and client-friendly deliverables
Tax and retirement projections
Cash flow analysis & goal tracking
Advisor collaboration throughout

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WHO IT’S FOR

Ideal for Advisors Who Want to…

…Save hours on technical plan building
…Focus on client relationships
…Offer advanced planning without extra staff
…Maintain high-quality, custom output

Our Planning Process

Submit basic client info & goals
We build the financial plan in eMoney or MGP
You review and finalize with our team
You deliver the polished plan to your client or we can support behind-the-scenes