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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

We work with solo advisors and RIAs located in the United States (U.S.).