I provide outsourced financial planning services for independent fee-only financial planners.

Are you feeling overwhelmed, but not quite ready to hire a part- or full-time staff?

I can help!  You can hire me for as little as 1 hour per week!  Let me lighten your load and give you more of your time back!

What types of tasks can you handle?

A virtual paraplanner can take on a variety of tasks.  Here are just a few examples:

  • client onboarding
  • data collection
  • maintain data in CRM and financial planning software
  • plan analysis
  • research
  • plan deliverables
  • client follow-up

What software do you use?

I’m familiar with a variety of software programs and am capable of learning any program you like.  Here are a few I use regularly:

  • MoneyGuidePro
  • eMoney
  • RightCapital
  • Wealthbox
  • PreciseFP
  • Xero
  • Quickbooks Online
  • Redtail
  • Trello
  • Asana