Out Sauce believes paraplanning is a craft, and craft needs experts.
Every draft is read by a second pair of eyes before it leaves the kitchen, and the same person who took your plan is the person writing it.
No offshore hand-offs, no junior trainees, no rotating paraplanners with you wondering who will pick up the work, and no surprise quotes when the pricing is up front.
HEAD CHEF (CEO)
Twenty years of paraplanning and still sure most of it is too slow and could be done with more imagination.
Two stints as an adviser, hundreds of clients, multiple successful companies.
Leads Out Sauce because someone has to set the bar.
SOUS CHEF (COO)
Twenty years running the floor of financial advice firms. Processes, communication, the workflows nobody sees.
Has done it for others but now does it for her own.
She is the reason the office never falls over.
Work we'd happily put our names on
