About Us

Did you ever wonder why financial planning software was cluncky and frustrating to use? We did too. Our founder, Joe Wirbick CFP®, is a 20-year veteran to the financial planning industry and has used his proven strategies to grow his business to more than $250M of assets using inTELOSfp and is now sharing it with other advisors. Now you can utilize inTELOSfp to grow and transform your business too.