What I Offer

Paraplanning Services for Advisors

Who I Support

  • Fee‑only financial planners

  • Investment‑centric advisors who want planning support

  • Accountants / CPAs offering planning as an add‑on

  • Family and Estate Planning Lawyers

  • Solo advisors and boutique firms building capacity

What I Deliver

(White‑Label) Planning Prep & Data Work

  • Fact‑find and data intake synthesis

  • Document review (statements, policies, tax returns)

  • Cash flow and net worth models

  • Scenario testing and sensitivity analysis

Plan Builds

  • Comprehensive or modular financial plans

  • Retirement projections and withdrawal mapping

  • Education funding and RESP planning

  • Insurance needs analysis (non‑product)

  • Estate organization checklists

  • Tax‑aware strategy notes for the lead advisor

Deliverables You Can Send to Clients

  • Advisor‑branded plan PDF (clean, minimal)

  • Executive summary and action checklist

  • Meeting deck (slide‑ready)

  • Internal notes and compliance‑ready workpapers

Ongoing Support (Optional)

  • Plan updates and review schedule (quarterly or semi‑annual)

  • Case prep before reviews

  • Advisor‑only email support for quick questions

How It Works

  • Referral & Intake — You (or your admin) share intake and documents via secure portal.

  • Clarity Call (Advisor‑Only) — Scope, complexity, outputs, and deadlines are confirmed.

  • Build — I complete analyses, build the plan, and draft deliverables.

  • QA & Branding — White‑label formatting to your standards.

  • Advisor Review — You review the plan; I make edits.

  • Handoff — Final PDFs/slides and internal notes delivered. I remain available for tweaks.

Typical Turnaround

5–10 business days (rush available)

Quality & Compliance

  • Fee‑only, product‑agnostic support

  • Clear assumptions and version‑controlled workpapers

  • Advisor retains discretion and client relationship

  • Drafts designed for easy compliance archival

Security

  • Encrypted client file transfer

  • Minimal necessary data handling

  • NDA available upon request

Pricing

Per‑Case (White‑Label)

  • Modular Plan (1–2 topics): $500 – $1000

  • Standard Comprehensive Plan: $1,500 – $2,500

  • Complex Case: $2,500 – $4,000
    Business owner, multi‑property, divorce, cross‑border elements

Ongoing Partnership

  • Consulting services are offered at a rate of $250 per hour