CFP® paraplanning support, built around your practice
You became an advisor to work with clients — not to spend your evenings building financial plans. Embedded Planning Partners gives solo advisors and independent RIAs access to a dedicated CFP® professional who steps seamlessly into your workflow, speaks your planning software, and delivers work you can hand straight to your clients.
No hiring. No training. No overhead. Just clean, accurate plans — done.
From data entry to deliverable
Whether you need help on a single plan or ongoing support across your full book, I handle the planning work so you can stay focused on your clients.
Financial plan preparation
Full plan builds, updates, and scenario modeling in eMoney and RightCapital. I work inside your existing accounts — your data stays with you, always.
- ✓New client comprehensive plans
- ✓Annual review updates
- ✓Retirement income & distribution modeling
- ✓Goal-based scenario analysis
- ✓Data entry & assumption updates
- ✓Plan summaries & client-ready deliverables
Tax planning reports — powered by Holistiplan
Proactive tax analysis your clients will actually understand. I run Holistiplan reports that surface opportunities — Roth conversions, tax bracket management, charitable strategies — and package them as clear, advisor-ready deliverables.
- ✓Individual tax return analysis
- ✓Roth conversion opportunity analysis
- ✓Tax bracket & withholding review
- ✓Year-end planning summaries
Ad hoc & overflow support
Hitting a busy season? Onboarding a wave of new clients? I offer flexible hourly support for advisors who need extra capacity without a long-term commitment.
Platforms I work in
eMoney
RightCapital
Holistiplan
Good questions, straight answers
Will you communicate directly with my clients?
No — never. Embedded Planning Partners is strictly back-office support. Your clients only ever hear from you. I work behind the scenes so your brand and relationships stay front and center.
Who owns the data and the plans?
You do, always. I work inside your existing eMoney or RightCapital accounts with limited access. No client data is stored, exported, or retained on my end once an engagement ends.
What if I need more hours than my retainer covers?
I'll flag it proactively when you've used 80% of your monthly hours — so there are never any surprises. Additional hours beyond your retainer are billed at the hourly rate. If you're consistently going over, that's a good sign it's time to talk about upgrading your tier.
What planning software do you work in?
I'm experienced in eMoney, RightCapital, and Holistiplan. If you use a different platform, reach out — I'm happy to discuss whether we'd be a good fit.
How do we get started?
Book a short discovery call. We'll talk through your workflow, your client base, and what you most want off your plate. If it's a good fit, I'll send over a proposal and we can get moving quickly — usually within a week.