Get More Capacity to Serve Clients
If you’re a fee-only financial planner looking for more capacity, but not quite ready for a full-time employee, we might be a good fit. I offer outsourced financial planning services, often called virtual or remote paraplanning.
The Work I Love Doing
I love doing in-depth financial planning analysis, building efficient workflows, and implementing new technology inside financial planning firms.
In-Depth Financial Planning Analysis
Planning Services Workflow Optimization
“Brandon is an amazing paraplanner! I cannot say enough good things about my experience working with him.”
— Clint Haynes, CFP®
“Brandon is exceptional — sharp, proactive, and extremely client-focused. He has a rare ability to take complex financial planning work and turn it into clear, actionable recommendations. His attention to detail, integrity, and consistency have made him a key part of our planning process and an important extension of our client experience.”
— Chris Morgan,
Founder & President, Ark Wealth Advisors
“Brandon has been a great addition to our practice. He is detailed, dependable, proactive, and has a top notch work ethic. He delivers quality thoughtful work that helps us to serve our clients better.”
— Jeffrey Laughlin, MBA, CFP
Experience with Popular Planning Software
I am proficient in using most popular financial planning software such as eMoney, RightCapital, and MoneyGuide Pro. I also use tax planning software like Holistiplan to assist in your firm’s tax planning needs.
Years of Experience
I’ve been working in financial planning in some capacity since 2019. I’ve continually sought out new education and experience to help me become the best financial professional I can be. Learning never stops for me!
Let’s work together to give you more capacity to serve clients and spend more time with your family!
Send me a note to get started.