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Solo Advisor Support

The paraplanning partner your practice has been missing. Hi, I'm Marie — a CFP® and CSLP® with 15+ years in financial services, now working exclusively as a virtual paraplanner for independent advisors. I step in where you need me: plan prep, client-ready deliverables, analysis support, and more.

Meeting Prep

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Plan Creation

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Compliance

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Client Onboarding

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Data Entry

Meeting Prep ✳︎ Plan Creation ✳︎ Compliance ✳︎ Client Onboarding ✳︎ Data Entry

“Things are going great on my end, I'm super happy to have the support and at this point can't imagine going back to doing 100% of everything by myself. I'd be working around the clock and would be much less efficient!

-Allen Mueller, 7 Saturdays Financial

Proud to Share:

I genuinely love working with you and feel very fortunate to have you supporting the practice. I’m consistently impressed by how much you accomplish in the time you bill and by the level of care you bring to your work.

-Colin Page, Oakleigh Wealth Services

I'm currently at capacity and not accepting new advisor clients. If you'd like to connect for the future, drop me a note!