Paraplanning support that keeps your planning pipeline moving.
Turn Your Advisor Hours Into Revenue, Not Paperwork.”
Paraplanning support that delivers quality plans, flexable turnarounds, and predictable fees.
- Built for independent advisors
- High-quality, advisor-ready deliverables with consistent formatting
- Secure handling of client data + documented workflow
- Access to professional financial planning software through our eMoney subscription
What We Do
Plan Build & Updates
Data entry, assumptions review, plan build/update, advisor-ready PDF outputs,
Scenario Modeling
Roth conversion ranges, retirement income sequencing, “what-if” stress testing
Holistic Planning
Tax bracket mapping, cash flow gap analysis, investment allocation analysis, retirement planning, estate optimization, insurance gap analysis
How it Works
1. Submit the Case
Send over the client data, planning goals, and any notes or documents
relevant to the analysis. We’ll confirm scope and agree on a clear
timeline before work begins.
2. Plan Development
The financial plan, scenarios, and supporting analysis are built based
on the agreed scope. Assumptions are reviewed and deliverables are
prepared in a clean, advisor-ready format.
3. Deliver & Review
You receive the completed deliverables along with any notes or flagged
planning considerations. The materials are ready for you to review,
refine if needed, and present to your client.
Why Paraplan OnDemand
Advisor-first output
Deliverables designed to drop into your client meeting flow.
Consistency
Same format, same assumptions framework, same deliverable style every time.
Capacity without hiring
Scale plan production without payroll, benefits, or training ramp.
Planning Software Access
Work completed using our own licensed eMoney planning software, eliminating the need for additional licenses or platform setup on your end.
Detail-oriented QA
Checks for missing data, broken assumptions, and “does this make sense” flags.
What you get
Learn more about our process by scheduling a
30-minute introductory conversation.
Security & data handling
- Principle of least access (only what’s needed, only as long as needed)
- Secure file transfer (your preferred method)
- Device + password management standards
- No retail clients; B2B advisor relationships only