Fox Financial Planning Network Program Details

This program is an AICPA private labeled version of Fox Financial Planning Network that is only available to AICPA members.  In addition, the program offers 3 deeply discounted membership levels that is only available to PFP Section members. View a grid describing the various membership levels.

Customized Training for the CPA Practitioner:   

  • Documented Workflow System for providing comprehensive financial planning services (included in levels 2 and 3)
  • Process for delivering financial planning in bite size pieces (included in levels 1, 2 and 3; and detailed under planning components and related training sessions below)
  • Fox Financial Planning Network provides a fast track path to set up the system (developed over 26 years of serving as a successful professional financial planner)
  • Support services

The Components of Our Workflow System (included in levels 2 and 3)

  • The Workflows (high level view of each planning process)
  • The Procedures that support the Workflow (step-by-step details of each task and how to use supporting documents)
  • The Checklists and Templates that support the Procedures
  • There are over 100 documents included in the Workflow System

Planning Components (included in levels 1, 2 and 3)

  • Net worth tracking / Spending plan
  • Insurance analysis for all types of coverage
  • Estate planning / Charitable giving
  • Investment analysis and management
  • Tax planning to minimize income / estate taxes
  • Financial Independence (retirement) planning
  • Social Security / Medicare planning
  • Business planning for business owners
  • Assisting clients in creating their “personal paradise” (ideal life)

Training Sessions (included in levels 1, 2 and 3)

  • Session One: Overview of what will be covered over the six months; Specific ideas on how to create an Ideal Client Experience; How to create your ideal office environment; What tasks you should consider delegating; How to determine what your ideal client and practice should look like; Elevator Speech; Script of how to speak to prospective clients to set an appointment; Script of the prospective client meeting; and more…
  • Session Two: Script of the first new client meeting; Tools & Technology for streamlined workflow processes and a paperless office; The client data gathering process; How to collaborate with other professionals such as attorneys, money managers,  insurance agents; and more…
  • Session Three: Investing – How to prepare for the meeting; Lots of scripting and visual aids for educating clients on market cycles, market emotions, asset allocation; software recommendations for investment analysis; Factors to consider when determining whether you should keep your investment management process in-house or outsource to a third party money manager; and more…
  • Session Four: Net Worth and Financial Independence (Retirement) Planning – How to prepare for the meeting; The three components of financial independence planning that will set you apart from other financial advisors; How to model financial independence planning and how to use Monte Carlo analysis so it doesn’t mislead your clients; How to get the most accurate sense of what your client really wants; How to plan when your client still has some years to accumulate funds; How to plan when your client is in the distribution phase to achieve income for life; Unique risk profiling; How to use a unique allocation technique for your client’s distribution phase; and more…
  • Session Five: Insurance Analysis – How to prepare for the meeting; Scripting, visual aids, templates and detailed planning techniques for understanding, analyzing and explaining life, disability, health, property & casualty and long-term care insurance policies; In depth training on how to analyze the legal language for each line of coverage so you can make sure your clients have the best protection possible (an aspect of planning most advisors aren’t proficient in and don’t cover with their clients – this is one of many aspects about Deborah’s process that can differentiate your service from others’); and more…
  • Session Six: Estate Planning & Charitable Giving – How to prepare for the meeting; How to analyze what type of estate plan is appropriate for your client; How to determine what your client really wants to accomplish and how emotions may be affecting his or her decision-making; Scripting and visual aids for educating your client; How to collaborate with your client’s estate planning attorney; Unique tax planning opportunities for your clients; Questions to have your clients answer so you and they become clear on what their intentions are; Discussion of various charitable giving options; visual aids to assist in educating your client; How to incorporate charitable giving into the overall financial plan; and more…
  • Session Seven: Small Business Retirement Plans & Social Security – Unique ways to help the small business owner with retirement savings; Bundled and Unbundled plans – which should you use?; How to choose a Third Party Administrator; How to collaborate with your client’s Actuary when recommending a particular retirement plan; How to analyze and help your clients know when they should begin receiving social security (another area of planning that most financial advisors don’t delve into that will give you the opportunity to set yourself apart) – spousal social security planning can be critical; Scripting and visual aids to educate your client about social security options; and more…
  • Session Eight: Medicare & Wrapping Up the Initial Planning Process with Your Client – How to prepare for the meeting; The components of Medicare planning; How to advise your clients on choosing the plan that would be right for them; Scripting and visual aids for educating your client; What to include in your client’s written plan and binder; How to identify and prepare for the work ahead with your client over the coming year; How to demonstrate to your client and measure in tangible terms how much has been accomplished since you started working together; and more…

For more information about the program, visit the AICPA section of or complete the inquiry form.