PART-TIME PARAPLANNING

We offer outsourced financial planning services to save you time and money and allow you to focus on growing your business. Our business model is designed to offer flexibility with services being provided on either an hourly or per-project basis. All plans provided by Part-time Paraplanning Co. are built by an experienced CFP® Professional... In the competitive industry of wealth management, comprehensive financial planning is increasingly becoming a necessary service offering. If you are a growing firm that is in need of additional capacity to handle the time-consuming work of building financial plans, we are here to help!... We handle the busy work that comes with building financial plans for your clients so you can focus on growing your business.

Also known as: Part-time Paraplanning Co.