Paraplanning Collective was created with a simple belief: financial planning is better when advisors have the space to think, connect, and lead. The behind-the-scenes work is meaningful and essential — but it doesn’t have to fall entirely on your shoulders.

We partner with fee-only advisors to support the planning process from start to finish, helping transform raw client data and thoughtful strategy into clear, well-structured plans that clients can actually understand. Our goal is to make the planning side of your business feel lighter, smoother, and more organized — so you can stay focused on the part only you can do: guiding people through life’s financial decisions.

As a CERTIFIED FINANCIAL PLANNER® with experience in planning software, workflows, client service, and delivering advisor-ready plan materials, we integrate into your firm the way a strong internal team member would — just with more flexibility and less overhead. We adapt to your planning philosophy, your communication style, and the way your firm takes care of clients.

This is collaborative support — not outsourcing.
This is planning, done together.