Outsourced Paraplanning Support for Financial Advisors & RIAs
Your behind-the-scenes paraplanning partner — reliable, organized, and easy to work with. We help fee-only financial advisors deliver high-quality financial plans without the overwhelm of doing it all in-house.
Our Services
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Custom Financial Plan Creation (One-Time Plan Builds)
For financial advisors who need a complete, client-ready financial plan prepared start to finish. You provide your client notes, data, and planning philosophy — we handle data entry, plan modeling, and deliverable creation.
Great for: onboarding new clients, one-time financial planning engagements, modeling more advanced scenarios, peak workload seasons
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Ongoing Paraplanning Support (Retainer Support)
A seamless extension of your financial planning team — without the overhead of hiring, training, or managing staff. We help with ongoing financial plan maintenance, updates as clients’ lives evolve, prep for review meetings, and follow-through afterward. You stay in your zone of genius — relationships, strategy, and growth.
Great for: RIAs scaling capacity, solo advisors needing leverage, firms focused on planning-first service
About
Paraplanning Collective
Paraplanning Collective provides virtual paraplanning services to fee-only financial advisors and RIAs nationwide. We support the planning work that happens behind the scenes — data entry, plan modeling, projections, scenarios, and deliverable creation.
We integrate into your existing process and planning style so your clients experience a consistent, cohesive advisory relationship. The goal is simple: Clear plans, smooth meeting preparation, and more time for you to do what matters most — serving clients.
This is collaborative support, not outsourcing.
Financial planning, done together.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!