Paraplan OnDemand provides independent financial advisors with flexible, professional paraplanning support. Our services are designed to help advisors streamline the planning process, improve efficiency, and focus more time on client relationships.
Whether you need simple data entry or comprehensive planning analysis, we provide structured support that integrates seamlessly with your existing workflow.
For advisors who need clean, accurate plan setup without analysis.
This service focuses strictly on data organization and entry within financial planning software. We ensure all client information is structured properly and ready for advisor review.
Includes
Client data entry into planning software
Account organization and balance verification
Income and expense inputs
Asset and liability structuring
Data formatting for plan readiness
Important:
This tier does not include analysis, modeling, or recommendations. It is designed for advisors who prefer to run their own planning scenarios but want to outsource the administrative work.
A foundational financial plan designed to establish a clear retirement baseline.
This service includes the full setup of the planning file and the development of a core retirement projection to help advisors evaluate the client’s long-term outlook.
Includes
Full plan setup in planning software
Data organization and verification
One core planning scenario
Baseline retirement projections
Initial modeling framework for advisor review
This tier is ideal when an advisor needs a quick, structured starting point for planning conversations.
A deeper planning engagement that supports more complex financial situations and broader client needs.
This service expands the baseline plan to incorporate multi-disciplinary planning considerations, allowing advisors to review a more complete financial picture.
Includes
Retirement and cash flow analysis
Basic tax planning analysis
Investment planning review
Insurance needs review
Estate planning considerations
Comprehensive plans may vary in scope depending on client complexity, which is why pricing begins at the starting rate listed.
Advisors often need deeper insights into specific planning strategies. Optional add-ons allow you to expand a plan without committing to a full comprehensive engagement.
Available Add-Ons
Roth conversion analysis
Social Security optimization
Stock option strategy modeling
Additional scenarios and what-if projections
Business planning analysis
Custom advisor requests
Add-ons can be applied to any plan level.
Built for Advisors
Paraplan OnDemand is structured to support advisors behind the scenes while preserving your role as the primary client relationship manager.
Our goal is to deliver organized, accurate, and actionable planning materials that help you operate more efficiently and maintain a high standard of client service.