How to get started

Be sure to review our ADV Part 2A before engaging our services. 

Download the Apply Now Form below and submit it by encrypted email.

PlanPrep will respond with a signed copy of the Outsourcing Agreement for you to return to us with your authorization.

After we receive the Outsourcing Agreement, you will receive a welcome email.

You can share clients with PlanPrep through eMoney or WealthVision.

The Welcome email provides the corresponding user name for you to enter to share clients with PlanPrep.

You can make it easier by adding Burt Williamson as a Delegate. That allows PlanPrep to create plans for you from scratch.

The Welcome email will explain how to do this.

After you collect your clients’ information, you can send it to us in an encrypted email, respond to our encrypted email, or you can upload the data into the vault in eMoney or WealthVision. 


Apply Now Form (pdf)