Virtual Paraplanning

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Whether you’re looking for help with client onboarding, meeting prep, scenario modeling, or streamlining your internal processes — our virtual paraplanning services are built to integrate with your firm’s workflow.  Support is flexible, CFP®-level, and aligned with how you run your practice. 

 

We offer 3 flexible service plans to work together — whether you're looking for ongoing support, a one-time plan, or hourly training and strategy support.

 

How We Work with Firms

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• We integrate directly into your CRM and systems for a streamlined workflow.

• Support your processes and deliverables, not a one-size-fits-all template.​

• Offer suggestions to improve operations if inefficiencies are spotted.​​

• Deliver results without micromanagement — just set expectations and let us work.

Why Advisory Firms Work with Us

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• CFP®-Led Planning, without hiring in-house - Get the skill and insight of a CERTIFIED FINANCIAL PLANNER® without adding headcount.

• Full CRM integration - We work directly in your CRM (Wealthbox, Advyzon, XLR8), so you retain visibility and control. 

• No onboarding headaches - we’re fluent in your tech stack — from eMoney to Holistiplan — and ready to get started fast. 

• White-labeled and seamless - your clients see your brand. We work behind the scenes to make you look great. 

• Flexible engagements - One-time plans, seasonal overflow, or monthly support — we adapt to your needs.​

• More time to focus on clients - Less time on plans, paperwork, and follow-ups. More time for growth and client strategy.

• Professional, responsive, reliable - We meet deadlines, communicate proactively, and represent your firm in a manner that aligns with your firm’s mission.

• Tech-adaptable - If your firm uses tools or platforms we haven’t worked in before, we’re happy to learn them to ensure seamless support.

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