David C. Bowman, CFP®
Founder Lead Virtual Planner |
Hi, I’m Dave Bowman, Founder of Outsourced Planning. My professional passion is to help planners solve their most pressing problems. Acting as an outsourced COO, Director of Financial Planning, or providing as-needed CFP® support, I help planners focus on what energizes them so they can help their clients do the same.
I attended The Ohio State University where I earned my bachelors degree in 2013 from the CFP Board Certified Financial Planning program. In the last year of my studies, I interned with a large, fee-only RIA in Columbus, Ohio where I was responsible for transitioning hundreds of clients from the financial planning software MoneyTree to the software eMoney. I continued with that firm in a full time role where I helped to build a new Associate Financial Advisor position to support the advisory teams with meeting preparation, delivery and implementation. The firm went on to hire 14 more Associate Financial Advisors over the next three years based on the model we created. While I loved working on a team to serve clients directly, I was always more interested in the practice management side of the business and spent most of my free time reading about better service models and volunteering in the planning community to see how others were finding success. In 2015, I formed Outsourced Planning with the intent to help financial planners live more inspired lives. Engaging with planners across the country on a daily basis gives me the energy and insight I need to help my clients free up their time and run better, smarter practices. I'd love to help you focus on what inspires you. |
Grant Mosher, CFP®
Lead Virtual Planner |
Hi, I'm Grant Mosher. As a Certified Financial Planner™ and Virtual Back-Office Planner here at Outsourced Planning, my goal is to help you refocus on the work that energizes you.
I've been working in financial planning since 2014, primarily serving as a client-facing advisor and internal eMoney specialist for fee-only RIAs. In 2018, I launched my own financial education company for college students and young professionals. I earned my bachelors degree from The Ohio State University in 2013 and remain heavily involved in the university's financial wellness initiatives as a keynote speaker and advisory board member. I believe life's too short to repeatedly do work you don't enjoy. As a business owner myself, I've seen firsthand the freedom that comes from outsourcing projects to a trusted partner. Our team at Outsourced Planning wants to help you enjoy that freedom, too. I look forward to working with you. And, if you’re interested in my online money course and blog for college students and young professionals, check it out at Launchpad Planning. |