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If you have searched for Choice Advisors or if you want to submit a plan to a particular Advisor, you can submit plans for those Advisor(s) to review and bid on by clicking on the “Plan Bids” tab.
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To submit a plan to a particular Advisor:
If you don't already have an Advisor managing your plans, you can submit a plan to an Advisor to review via their Advisor Directory listing.
Click on the Advisor's name in the Directory to open their information window. Below their personal and contact information are options to contact the Advisor, to get detailed Choice Advisor information, and to work with the Advisor.
Contact this advisor anonymously
This options allows you to either submit a plan or email the advisor anonymously to get more information or plan recommendations before you choose whether or not to work with him or her. For more information on why this option might be right for you, click the Learn More... link.
Choice Advisor Information
If the Advisor is a Choice Advisor, you can find out more about what being a Choice Advisor means by clicking Click Here For Details.
Work with this advisor
To begin working with this Advisor, you are given the option to email him or her or review one of your plans together on-line. This option allows the Advisor access to your personal information (versus the anonymous option).
To submit a plan to all Choice Advisors:
After creating a new plan, submit the plan by clicking on the “Submit to Choice Advisor” icon: For more information, you can also click the "Need advice?" button.
Once the plans have been submitted, the Choice Advisors will receive an email containing plan information and can then submit a working plan for the user’s review. Investors can review submitted bids in the "Plans Received from Bid” section and have the option to contact the Advisor via page mail, either anonymously or directly.
**You can access a copy of your plan in your Working Plans list. If no Choice Advisor bids on your plan and the 7-day trial period expires, you can purchase tools from financeware.com.
To get information on a particular Choice Advisor, you can access their information and submit plans directly to them using the Advisor Directory (see above information). Choice Advisors will be designated within the Directory using the icon.