Case Study: Frisco Financial Planning achieves secure, automated client intake and significant time savings with Intellistack

How Frisco Financial Planning Uses Formstack

Frisco Financial Planning is a fee-only financial planning firm that helps clients with investments, insurance, retirement, estate planning and more, charging a “pay as you go” flat fee and guiding clients to implement portfolios themselves. The firm needed to automate client information gathering after a costly, inflexible and insecure custom PDF solution proved unsatisfactory.

They implemented five Formstack web forms using conditional logic so clients only see relevant questions, and integrated those forms with Highrise to auto-create contacts, follow-up tasks and tags. The solution improved security with encryption, simplified form edits, eliminated programming time, saved hours of work, and increased client trust in the intake process.

Frisco Financial Planning

John Gay

Owner