For Firms

• Detailed data entry by US-based aspiring CFPs planners (Zoo Crew), thoroughly vetted with signed privacy agreements, who operate in a secure cloud environment
• Quality review by an experienced financial planner (Zookeeper) with expertise in the software
• Summary sheet of inputs and missing information
• List of observations and red flags based on the information provided
• Pricing: $300 per basic case, plus $100 per complexity
• Zoo Memberships available

• Six hour software training in a small group setting
• Weekly hourlong AMA small group sessions with Zookeepers for mentorship, planning topic questions, data entry questions, data gathering concerns
• Zookeeper review and discussion of up to 15 data entry cases (Level 1performed on your client data, by your new hire
• Level 1 (data entry) and Level 2 (scenarios, presentation) available
• Pricing: $6,000 for a four month, seasonal package

Ideally, your new employee will have been with you for at least 30 days, they have access to your client information and software, and you have 10-15 client projects to be completed over the four month season.