Financial Planning
Tailored Financial Planning For Every Type of Niche
With two service options—Plan Flow and Plan Forward—we provide strategic support tailored to the unique needs of the clients you serve. Choose from foundational financial planning for accumulators and consolidators, or advanced planning solutions for preservers and optimizers.
Setup includes (depending on the service): SMART Goal Review, Systems Review, Workflow Review, Business SWOT, Niche Analysis, and Niche Strategy.
Why We’re Different
- Available from 9am – 5pm Eastern
- Skilled in major planning platforms including eMoney, MoneyGuidePro, and RightCapital
- Experienced with applied platforms like AssetMap, Holistiplan, Orion, Morningstar, and BlackDiamond
- Adaptable to evolving business needs and processes
- Non-billable technology training provided for clients
- Ongoing HR and team support included
How We Can Help You
Whether your clients are in the accumulation, preservation, or distribution phase, we can assist with eMoney, MoneyGuide, or RightCapital to make you and your client’s lives easier.
Review documentation and notes for data input into planning systems
Update and maintain planning assumptions
Analyze cash flow, income, and expenses during retirement
Create income and estate tax projections
Analyze budget and spending
Align risk tolerance and investment allocations
Create rebalancing recommendations
Conduct insurance gap analysis
Ensure completion of past planning reviews and capture actions
What Are My Paraplanning Options?
Our planning team includes both CFP® candidates and fully certified CFP® professionals. Based on your clients’ needs and complexity, we’ll recommend either Plan Flow or Plan Forward and match you with a team member whose experience level aligns with your requirements.
- Work with a dedicated virtual paraplanner
- Retainer hours do not rollover
- Available in 3-month, 6-month, or annual commitments
- Pricing for Plan Flow starts at $2,000 per month for 20 hours (One-Time Setup Fee of $800)
- Pricing for Plan Forward starts at $2,200 per month for 20 hours (One-Time Setup Fee of $1,000)
