For Solo Financial Advisors
Run Solo.
Never Overwhelmed.
You built your practice to be independent — not to spend every Sunday catching up on paperwork. That's where I come in.
Let's Talk →Sound Familiar?
You're great at advising.
The back office? That's another story.
You went independent because you wanted to do things your way — build real relationships, do great planning, and actually enjoy the work. And you do. Mostly.
But somewhere between the client meetings, the compliance archiving, the transfer paperwork, the CRM updates, and the 47 browser tabs open on a Tuesday — things got a little... much.
You didn't sign up to be your own admin, your own operations team, and your own paraplanner. And yet, here you are, doing all three before your first cup of coffee goes cold.
— You, probably, at least once a week.
Good news: that's exactly what I do.
What I Do
Consider me your behind-the-scenes
secret weapon.
Think of it as having a CFP®-credentialed right hand — someone who already knows what good looks like and can hit the ground running. No hand-holding required (though I'm friendly, I promise).
Admin + Operations
- New client onboarding & data entry
- New account + transfer paperwork
- Electronic file organization
- Process & workflow management
- CRM management + clean-up projects
- Pre + post-meeting prep
- Light content creation (newsletters, copy)
Client Service
- Employee benefit reviews
- Annuity reviews (living benefits are my thing)
- Life insurance reviews
- Portfolio management support
- Rollover calls
- Monarch Money training
Compliance
- Quarterly required reporting + archiving
- DOL PTE disclosures
- Client agreement, ADV & privacy policy tracking
- IPS updates
Who I Work With
I work with exactly
one type of advisor: solo.
Not boutique firms. Not growing teams. Solo independent financial advisors — the ones doing great work without an army behind them. I've built everything around that specific experience, and it shows.
You might be a great fit if:
You're an independent RIA or fee-only advisor flying solo
You're drowning in the operational stuff you didn't sign up for
You want to grow your practice without adding headcount
You value working with someone who actually gets financial planning
You've thought "I just need someone I can trust to handle this"
Not a solo advisor? I'm probably not the right fit — and I mean that kindly. This is a very intentional niche.
What Success Looks Like
Less chaos. More of the
stuff that actually matters.
When back-office support is working the way it should, you stop feeling like you're always one step behind. Here's what that actually looks like in practice.
You take a real vacation
Not a "check-in-every-morning" vacation. An actual one. Things keep moving while you're away, and nothing burns down.
You show up fully present
You walk into client meetings with nothing else on your mind — no looming tasks, no half-finished paperwork waiting for you after.
You have space to think
Creative energy. Strategic thinking. Time to pursue a new niche, write that newsletter, or just go for a walk without guilt.
Work ends at a reasonable hour
Evenings and weekends are yours again. The stuff that used to bleed into your personal time? Handled.
Your clients feel it too
Faster follow-through, tighter service, and an advisor who's never scattered. That's the experience that earns referrals.
You stop white-knuckling it
No more "I'll get to it eventually." No more anxiety about compliance deadlines or a piling inbox. It's just... handled.
"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
About
Hi, I'm Marie —
and I genuinely love this work.
I know that sounds like something everyone says. But I've been in financial services for over 17 years, and I've spent a lot of that time being the person who figures out how things work, fixes what's broken, and makes sure nothing falls through the cracks. Turns out, that's kind of my superpower.
I'm a CFP® professional, which means I don't just understand the administrative side of your practice — I understand the planning side too. I speak your language. I know what a good plan looks like. And I care about your clients almost as much as you do.
A few years ago I made a deliberate choice: to work exclusively with solo advisors doing meaningful, independent work. It's a specific niche, and I love it. There's something about the solo advisor hustle — the intentionality, the client relationships, the grit — that I find genuinely energizing to support.
When I'm not buried in onboarding paperwork or wrangling a CRM cleanup project, you'll find me somewhere outdoors, probably with a good book and a strong opinion about coffee.
Ready to hand something off
and actually mean it?
I'm currently at capacity — but if the timing is right (or getting close), I'd love to connect. Drop me a note and let's see if we're a fit.
I respond to every email personally. No auto-responders, no intake forms with 47 fields. Just a real reply.
Say Hello → Or find me on LinkedIn