What Makes Us Unique?
Flat Fee and Delivery
Most paraplanning firms only offer hourly paraplanning services. Not us. We know that no two clients or advisors are alike. We strive to give you multiple ways to work with us. Whether you need help getting data input, or you would like someone to handle the entire financial planning process, we are here.
We are involved with your practice as much as you want us to be. Some of our advisors have a clear vision of their planning practice and simply need help processing data. Others may be newer, or looking to grow, and would like to turn the financial planning process over completely. But take heart. We will take the time to work with you and figure out exactly how we can help. It’s what we do! It’s your business. Run it your way…
Size Matters
We are a local firm based out of Portland, Oregon. Each of our plans is individualized for you and your clients. Our goal is to create an open and transparent relationship with our advisors. We set a high bar for our plans. Our job is to make you look good. We take this task very seriously.
We are a small boutique team with decades of industry experience and numerous licenses and designations. Our focus is creating relationship-based engagements with our advisors and creating a working partnership. The relationships with your clients are the most important part of your practice, and you are the most important part of ours.
Our Models
We offer two client engagement models:
Transaction Model : designed for advisors that need help from time to time on “as needed basis”
Relationship Model: created for advisors that do at least three plans a month or ten a quarter. This model comes with many perks including guaranteed monthly planning slots (you will never be bumped), a single dedicated planner, pricing discounts, customized eMoney set up and outputs, and rush orders.