While I truly love interacting with clients, I specialize in offering back-office support. This means that I won't be able to join your client meetings to take notes, and I also won't directly contact your clients via email. I'm here to support you behind the scenes!

I have a strong skillset in Holistiplan, BNA Tax Planner, and CFS TaxTools, and I'm flexible in adapting to any tax planning tool your firm uses. I'm also familiar with different tax return preparation software. Being an Excel enthusiast, I excel at summarizing tax projections to tell the story you wish to share with your clients. It's not just about software knowledge; it's about staying updated on evolving tax regulations and figures, and applying them effectively to each client's unique circumstances.

I prioritize safeguarding your clients' sensitive and confidential information. Being an Enrolled Agent, it's part of my yearly routine to confirm to the IRS that I maintain a Written Information Security Plan (WISP). I can share it with you upon request.

I started my journey in financial planning as a paraplanner, a role that many advisors consider as a stepping stone for handling administrative tasks. With my background as a CFP® professional and IRS Enrolled Agent, along with my previous experience as a global mobility tax advisor and tax return preparer, I can offer valuable technical support to advisors and act as an extra pair of eyes for intricate tax planning scenarios.

Let's start by having a friendly chat to understand your paraplanning requirements and see if we're a good match to collaborate. We'll also talk about pricing and how billing works. If you choose to work with eParaplanner, I'll send over the independent contractor agreement for you to sign before we kick off our projects together. Just a heads up, we'll need to run a quick background check before diving into any tasks. Looking forward to meeting you!

Starting at $100 per hour, with a minimum commitment of 5 hours per month, we offer discounted rates when you choose to commit to more hours. To learn more about our eParaplanner services, simply book your eParaplanner intro call and we will happily provide you with our detailed brochure. Looking forward to assisting you!

As a freelance professional, I kindly ask advisors to sign eParaplanner's independent contractor agreement. I enjoy collaborating with advisors on a continuous basis after signing the agreement. Our partnership typically lasts for a minimum of three months. For new collaborations, I suggest starting with a three-month trial to ensure a good fit before extending our partnership further.

I love creating plans in eMoney and RightCapital. I've also had the pleasure of assisting advisors in creating personalized plan deliverables to complement their reports from the planning software. 

In order for me to create financial plans for your clients, your firm will need to secure a support planner license for your financial planning software. Additionally, please set up separate user access for me to utilize your firm's Holistiplan and any other tech tools you prefer me to use (like CRM, file sharing apps, etc.). Remember, it's best to avoid sharing passwords for security reasons.

I enjoy assisting RIA owners with their financial and tax planning needs. I work closely with financial planning firms to create tailored financial plans, provide tax projections, and conduct tax research. If your firm offers tax return preparation services, I am happy to help with any extra work that may arise. It's important to mention that I do not provide standalone tax preparation services. Also, as eParaplanner does not have E&O insurance, the advisor would need to sign the tax returns.

I started eParaplanner back in 2018 right after acing the CFP® exam. Since then, I've been happily assisting advisors with creating financial plans, conducting tax research and planning, and offering tax preparation services.

I work with financial planners who are Fee-Only and not affiliated with broker-dealers. This allows me to provide the best service to my clients without any restrictions or compliance issues.

No. eParaplanner is here to support you without any worries about non-compete issues.