Build Financial Plans That
Your Clients Actually Understand
PlanScore will help you deliver maximum value with extreme efficiency.
Sten was able to break free of the product driven financial advisor approach. He wanted to deliver comprehensive financial advice to all of his clients but needed it to be efficient. “In order to grow my business I had to do something different than most advisors, I built PlanScore to help other advisors get off the average path and add more value to their clients”.
Create Efficient & Effective Financial Plans
Step 1.
Build a Proposal
It all starts with setting great expectations.
Step 2.
Build a Financial Plan
Using our cutting-edge builder, produce a plan that your clients will understand.
Step 3.
Deliver the Plan
Exceed your client’s expectations with a deliverable that counts.
How does PlanScore help?
A clear scorecard that shows where you are now and what “better” looks like
Structured categories that keep conversations organized and consistent
Client-ready language that’s easy to understand (and easier to move through quickly)
Customization without complexity (adjust wording, tailor notes, keep it concise)
A scalable framework that helps you grow your financial planning business.
A faster path to client decisions
More productive meetings with less “busy work” and more real momentum
Access PlanScore Today
PlanScore
$199 / month ($2,000/year)
Unlimited Proposals
Unlimited PlanScore Client Reports
Training Videos
PlanScore + Elite Plus
$550 / month
Unlimited Proposals
Unlimited PlanScore Client Reports
Training Videos
2 live coaching calls per month
Access to ongoing content from EAN
And More!
What Advisors Are Saying About PlanScore
“Just signed on another business client.
They were blown away by the layout.”
“I am blown away. The clarity.
The simplicity.”
“I love that Sten and his team are
developing software like this.”
Interested in Learning More?
Complete the form and we will get back to you shortly.