Convenient Outsourcing of Financial Plan Construction

Financial plan development made simple with Spire Outsourcing

Reflective skyscrapers, business office buildings.

Save Time With Spire

As a financial professional, you regularly juggle multiple demands on your time. Among those demands are preparing and developing robust financial plans and retaining the skills necessary to navigate financial planning software. This can be incredibly time-intensive, in fact, the average financial planner spends

15 hours creating & delivering one financial plan1

Over 25% of their workday preparing plans 1

Only 19% of their time meeting with clients 1

But it doesn’t have to be this way – that’s where Spire comes in. We make preparing and delivering financial plans easier than ever, saving you hours of valuable time. Time that you can redirect to growing your business.

With Spire Outsourcing, there’s no need to learn new financial planning software or undertake the expense of hiring and training a staff member. Consider Spire Outsourcing an experienced, behind-the-scenes member of your Team.

1 https://www.kitces.com/blog/second-kitces-research-study-real-financial-planning-process-2020/

Financial Planning… Simplified

Developed by CFP® professionals, Spire Outsourcing accesses client data safely and securely to aid in delivering high quality plans. We will work with you on a custom, comprehensive plan in a timeline that meets your need. We are industry professionals who understand you and your clients. Our leadership team has decades of experience building financial plans while serving clients’ best interests.

Whether you are new to financial planning or already spend countless hours creating plans, Spire Outsourcing allows you to provide more value to your clients and frees up more of your time to focus on what you enjoy most in your business.

Pay Per Plan

Use us to construct plans for as many – or as few – clients as you want.

Professional Planning

We reach beyond the basics to provide personalized financial plans that are right for your clients.

Easy Access

Our offering is seamlessly integrated with Cambridge’s digital workstation.

Designed for You

We’ve established this service with today’s busy financial professional in mind.

How Spire Outsourcing Works

It takes only three steps and utilizes technology you already have access to:

We gather your client’s financial data within CLIC® Advisor or eMoney retail

Using that data, Spire Outsourcing constructs a financial plan for your client

We review the financial plan with you so you can deliver it to your client

Watch our webinar recording to learn more about how and why our outsourcing program works.

View Webinar

Experienced Leadership

Eric Sawyer, Managing Director, Chief Planning Officer | CFP^®

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ESawyer@spireoutsourcing.com

Eric Sawyer is passionate about helping financial professionals grow and succeed specifically through financial planning. A Certified Financial Planner^® professional with Cambridge, Eric believes in providing his own clients with a financial planning experience that filters current trends and new ideas through a fundamental approach.

Eric brings experience from nationally recognized financial planning firms as well as serving as the Director of Financial Planning for a small Dallas-based company. Eric is a former instructor for Texas Tech University’s Department of Personal Financial Planning, from which he received a Master of Science. He also previously taught the financial planning certification programs at SMU and University of Texas Arlington.

Eric is registered to sell securities in the following states: CA, IA, KS, NY, TX, and VA.

Chelsey Snyder, Paraplanner Team Lead | CFP^®

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csynder@spireoutsourcing.com

Chelsey Snyder is a Certified Financial Planner® professional who finds purpose in helping others achieve holistic well-being through financial health. She believes true wealth extends beyond material possessions – it’s rooted in the Old English word weal, meaning well-being. Whether supporting financial independence, intergenerational giving, tithing, or legacy building, Chelsey’s goal is to help individuals reach a lasting state of financial and personal fulfillment. She brings more than a decade of experience in comprehensive financial planning, public accounting, and business administration. Chelsey holds FINRA Series 7, 63, 65, and 66 licenses, a bachelor’s degree in Business Administration and Management from Lewis-Clark State College, and a Master of Arts in Accounting from the University of Phoenix. Chelsey is registered to sell securities in the following states: CA, ID, and TX.

Check the background of investment professionals on FINRA’s BrokerCheck.

Request a Plan

Data Entry-Only

$450

This service and fee includes up to four hours of processing and inputting client information into the software. Spire Outsourcing may bill the financial professional for additional time at the rate of $75 per hour.

Holistic Plan with Support

$950

This service and fee includes the Data Entry-Only service, plus Spire Outsourcing’s creation, delivery, and presentation of a comprehensive plan to the financial professional.

Ongoing Review

$150/hr

This service is for annual reviews or updates to previously completed comprehensive financial plans.

Request A Financial Plan

1500 Broadway, Suite 1120 | Lubbock, Texas 79401

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge is a majority owner of Spire Outsourcing.

Cambridge’s Form CRS (Customer Relationship Summary)

Spire Outsourcing

Convenient Outsourcing of Financial Plan Construction

Financial plan development made simple with Spire Outsourcing

Save Time With Spire