Your planning expertise doesn't stop with you.

Comprised of CFP(r) candidates, CFP(r) professionals, and experienced financial advisors, we curated the perfect blend of financial planning professionals to create a planning team you'll love.

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Why we're different

Our Paraplanning team receives:
  • Specialized training and demos from established and up-and-coming fintech providers and custodians
  • Internal ongoing training and development
  • Critical everyday paraplanning support through Slack
  • Troubleshooting assistance with technology
  • Advisor relationship support
  • Fun and flexible work schedule
  • Emphasis on work and life balance

Is data entry getting you down?

Join our Planning Only service for time-strapped advisors who need assistance gathering, inputting, and ensuring quality data across platforms.

  • Work with a dedicated virtual paraplanner

  • Input data entry into your financial planning software-of-choice (our primary experience is MoneyGuide, eMoney, AssetMap, HolistiPlan, or RightCapital)

  • Ensure quality assurance across platforms

  • Minimum of 12-hours per month for $65 per hour (by retainer)
  • Excess hours above retainer amount for $80 per excess hour
  • Retainer hours do not rollover
  • Requires only monthly commitment

Need a fresh planning perspective?

Join our Planning Plus service for advisors who need help with their entire plan development process and require advanced planning experience to better serve them and their clients.

  • Work with a dedicated virtual paraplanner

  • Includes our Planning Only service for ongoing data entry and technical support

  • Gain confidence in a planning area that does not fall within your everyday expertise

  • The average client takes around 4-8 hours for full plan development (data entry and plan creation) dependent on the complexity

  • Minimum of 12-hours per month for $85 per hour (by retainer)
  • Excess hours above retainer amount for $100 per excess hour
  • Retainer hours do not rollover
  • Requires only monthly commitment