eParaplanner

What differentiates you from other outsourced planners?

I bring a unique combination of credentials and experience. As a CFP® professional and IRS Enrolled Agent with Big 4 CPA firm experience in global mobility tax, I provide valuable technical support that goes beyond typical paraplanning. I serve as an extra set of eyes for complex tax planning scenarios, combining financial planning expertise with deep tax knowledge.

What types of firms do you work with?

I work exclusively with independent, Fee-Only RIAs with no broker-dealer affiliation. Advisors associated with broker-dealers often have compliance requirements such as exclusivity clauses, contract modifications, workstation access, or fingerprinting that are incompatible with how I operate as an independent contractor.

Do you client-face?

I don't attend your client meetings or communicate directly with your clients. However, I do meet with you. I'm available for video calls during onboarding, project kickoffs, and anytime we need to talk through a complex case together. I'm behind the scenes with your clients, but side-by-side with you.

How do I start working with you?

Let's start with a discovery call to discuss your needs and determine if we're a good fit. If we decide to move forward, I'll provide my independent contractor agreement for review and signature. A brief background check is required before we begin any client work.

Have more questions?

See our COMPLETE FAQs page or book an intro call to discuss your specific needs.Ready to Reclaim Your Time?Serving Fee-Only RIAs (no broker-dealer affiliations) Schedule a 30-minute discovery call and explore how we can collaborate to help your practice grow.SCHEDULE INTRO CALLCONNECT ON LINKEDINSCHEDULE INTRO CALLCONNECT ON LINKEDINParaplanner CafeA space for aspiring and experienced financial planners who are.