Outsourced Paraplanning for RIAs Who Need Their Time Back
We help financial advisors take their business to the next level by outsourcing financial plan construction so they can focus their time doing what they are best at: fostering client relationships and generating new business.
comprehensive financial planning support by a CERTIFIED FINANCIAL PLANNER™
Grow your practice.Without growing your headcount.
You don't need to hire a full-time paraplanner to keep up with client demand. Embedded Planning Partners gives solo advisors and independent RIAs access to a dedicated CFP® professional — without the overhead, the onboarding, or the management burden.
How we help financial advisors & RIAs scale
Solo advisors hit a wall. Here’s why:
There's a point in every growing practice where the planning work starts to win. You're spending nights building plans instead of evenings with your family. You're delaying prospect calls because your pipeline is already more than you can handle. And hiring a full-time employee feels like a bigger commitment than you're ready to make.
The result? Good advisors turn away good clients. Not because they aren't capable — but because there aren't enough hours.
That's exactly the problem Embedded Planning Partners was built to solve.
Up and Running in Days, not months.
We hop on a call for 20 minutes to talk through
your workflow, your software, and what you most want off your plate.
Step 1: Discovery Call
You add me to your
existing planning software.
I learn your preferences, your clients, and your standards — quickly.
Step 2: Alignment & access
You send work, I handle it. Clean, accurate plans — built to your spec, ready to present to your clients.
Step 3: Plans, delivered
Why Advisors Trust Us? We’re built for the way you actually work.
CFP® on every plan.
Not a junior analyst. Not offshore staff. Every deliverable is prepared by a CFP® professional held to a fiduciary standard.
Monthly retainers for ongoing support, hourly for overflow. Scale up or down as your practice grows.
Flexible by design.
I work inside your accounts. No data is stored, exported, or retained. Your clients' information never leaves your control.
Your data stays yours.
I never contact your clients. Your brand stays front and center — I'm the support that makes you look effortless.
Behind the scenes, always.
Free calculator
What is your planning time actually costing you?
Move the sliders to match your practice. We'll show you the real cost of doing your own planning — and what you'd net after handing it to a CFP® paraplanner.
Your practice
A 20-minute discovery call is all it takes.
Book a free discovery callFAQs
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Outsourced paraplanning is when a financial advisor or RIA delegates the technical, behind-the-scenes work of financial plan preparation to an external specialist. This includes data entry, plan development, scenario modeling, and producing client-ready deliverables—without hiring a full-time in-house employee.
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The process is simple. After an introductory call to align on your workflow and preferences, you submit client information through a secure process. We build the plan based on your standards and software, then return a polished, client-ready deliverable for your review.
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We work with the most widely used planning platforms, including eMoney Advisor, RightCapital, Holistplan, and others. If you use a different platform, we're happy to discuss compatibility during our discovery call.
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Pricing is flexible based on your needs. We offer hourly pricing for occasional support and per household/monthly retainer packages for firms with consistent volume. Most advisors find that outsourcing plan prep costs significantly less than the time they currently spend doing it themselves. Schedule a call to find the right fit for your workflow.
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Turnaround times vary based on plan complexity and current volume. We discuss expected timelines during onboarding and work to meet your deadlines consistently. Rush turnaround options are available for time-sensitive situations.
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Absolutely. Solo advisors and small RIA firms are our primary focus. If you're spending hours on plan prep instead of meeting with clients or growing your book of business, outsourced paraplanning can give that time back without the overhead of a full-time hire.
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We take data security seriously. All client information is handled with strict confidentiality. We operate under a signed NDA and follow secure file-sharing practices to protect sensitive financial data throughout the planning process.
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No. We adapt to your existing process, not the other way around. During our discovery call, we learn how you work—your software, preferences, and planning methodology—and integrate seamlessly from there.
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We support a wide range of planning scenarios, including retirement planning, cash flow analysis, tax planning strategies, education funding, insurance analysis, and estate planning summaries. If you have a specific planning need, we're happy to discuss it.
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Hiring in-house comes with salary, benefits, training time, and overhead. Outsourced paraplanning gives you on-demand capacity exactly when you need it—without the fixed costs. You only pay for the support you use, and you can scale up or down as your volume changes.
Contact Us
Have questions or interested in working together? Send me a message or schedule a call.