How a Flat-Fee Financial Planning Firm Uses Quivr CRM to Scale Efficiently
Building a planning-first, flat-fee advisory firm requires more than great advice—it requires systems that scale. For Amy Irvine, founder of Rooted Planning Group, that meant intentionally designing workflows, projects, and reporting that support both advisors and clients without adding unnecessary complexity.
At Rooted Planning Group, financial planning is delivered through a complexity-based, flat-fee model, allowing the team to focus on advice rather than assets under management. To support that model, Amy needed a CRM that could handle detailed planning work, tax preparation, and firm-wide organization—all in one place.
That’s where Quivr CRM comes in.
Designing Workflows That Match Real Planning Work
Rather than forcing her firm into rigid processes, Amy built custom workflows inside Quivr that reflect how her team actually works. From meeting preparation to ongoing planning tasks, workflows help ensure nothing falls through the cracks while keeping advisors out of their inboxes.
Using conditional logic and “what-if” scenarios, the team can adapt workflows based on client needs—without duplicating effort or manually tracking next steps.
Key benefits include:
Consistent meeting prep across all clients
Clear ownership of tasks and follow-ups
Reduced internal emails and manual tracking
Managing Tax Preparation Inside the CRM
Tax preparation is a major component of Rooted Planning Group’s service offering, and Quivr allows the team to manage it seamlessly alongside financial planning.
By using custom tax prep projects and reporting, the firm can:
Track the status of every tax return
Monitor outstanding documents
See progress across all clients at a glance
Instead of juggling spreadsheets or external tools, everything lives directly in Quivr—making tax season more manageable for both advisors and staff.
One Central Hub for Tasks, Reporting, and Productivity
A recurring theme in Amy’s approach is centralization. Tasks, projects, reporting, and planning data all live in Quivr, giving the team a single source of truth.
This centralized structure:
Improves visibility across the firm
Helps leadership quickly identify bottlenecks
Supports scalable growth without added admin work
For a flat-fee firm, efficiency isn’t just a nice-to-have—it’s essential.
Built for Firms That Plan First
Rooted Planning Group’s success highlights what’s possible when modern advisory firms pair thoughtful service models with flexible technology. By tailoring Quivr to their workflows—not the other way around—Amy and her team have built a firm that delivers high-touch planning without operational overwhelm.
Whether you’re running tax projects, preparing for client meetings, or looking to reclaim time from your inbox, Quivr is designed to support how advisors actually work.
Ready to See Quivr in Action?
👉 Schedule a demo of Quivr CRM and see how modern planning firms are using workflows, projects, and reporting to work more efficiently—without sacrificing client experience.
