The Independent Planner’s Guide

You do it all. As the owner of your own third-party planner business you are the captain of the ship—and the crew. To help you navigate the sometimes rough waters of running your own business, we put together this handy resource guide with tips for everything from marketing and taxes to technology and negotiating. Feel free to bookmark this page as we will continue to update it with new tools for managing and growing your company. Until then, we wish you fair winds, following seas and full agendas.