Frequently Answered Questions
This isn’t a generic FAQ. These are the questions we answer most often—because we know exactly where busy, growth-minded advisors hesitate when they think about outsourcing their virtual paraplanning work. We’ve anticipated your concerns and cut straight to the answers that matter, so you can feel confident, informed, and ready to take the next step.
Will LEVR be replaced by AI?
Not yet—and not fully. While AI-powered financial planning tools are evolving fast, they still require a skilled advisor or paraplanner to guide them. If you’re searching for virtual paraplanning services that balance technology with human expertise, this is where we come in.
The real question is: do you want to spend your valuable time learning how to prompt and supervise AI planning tools—or focus on clients and growth? When AI truly can handle full-scale outsourced plan creation, we’ll be first in line to integrate it—making this service even faster and more cost-effective for your firm.
Do your plans live on your RightCapital and Holistiplan accounts or mine?
You do—always. Whether you're looking for virtual paraplanning for RIAs, outsourced financial plan preparation, or RightCapital support for fee-only advisors, data ownership stays with you. We work within your existing subscriptions to RightCapital and Holistiplan—no client data is stored, exported, or duplicated. You retain full control, while we handle the plan-building behind the scenes.
How do I grant you access?
You’ll create or designate a unique user account on your firm’s domain (e.g., info@yourcompany.com) and add me as a team member with limited, plan-prep access. Many advisors only pay for a month or two of extra licenses; others leave access open for ongoing support.
Do I need to add you to my ADV?
That’s a question for your CCO or compliance consultant. However, many RIAs already include disclosures for outsourced financial planning services, virtual paraplanning support, or back-office CFP® partnerships in their ADV or privacy policies. In fact, your existing language may already cover this kind of work. If you're implementing virtual outsourced paraplanning for efficiency or scale, we recommend confirming how it aligns with your firm's compliance framework.
Will you work with advisors who custodian elsewhere?
Maybe—but it depends. Our virtual outsourced paraplanning systems are built specifically for advisors using Altruist as a custodian, and RightCapital and Holistiplan for planning and tax analysis. If you're focused on efficiency, lean RIA operations, and scaling with the right tech stack, we’re likely a strong fit. If not, we may not be the best match—and that’s okay.
What credentials do you have?
Every financial plan and analysis is prepared by a CFP® professional—always to a fiduciary standard. Whether you're looking for outsourced financial planning support, virtual paraplanning for fiduciary advisors, or RightCapital plans reviewed by a CFP®, you can trust that your clients’ plans are built with professionalism, precision, and care.
Will you poach my clients?
Absolutely not. We’re not an RIA, and we never communicate with your clients. Our virtual paraplanning services are strictly back-office support—designed for advisors who want outsourced financial plan preparation without risking client relationships, branding confusion, or compliance complexity.
Can you sit in on client meetings?
No—we don’t attend client meetings or collect data directly. But if you’re searching for ways to streamline financial planning workflows, optimize client meeting prep, or improve data gathering for RIAs, we can recommend tools and systems that enhance your process—from intake to follow-up—so your time is better spent on advice, not admin.
How do you handle client data and PII?
We take data security seriously. As a virtual outsourced paraplanner for RIAs and fee-only firms, we access only what’s necessary, never retain client records, and are happy to work within your firm’s cybersecurity protocols. If you’re searching for secure outsourced financial planning support that aligns with fiduciary standards and compliance expectations, you’re in the right place.
Is working with you a headache?
Very little—by design. We know most advisors seeking outsourced financial plan preparation or virtual paraplanning support are already at capacity. That’s why we’ve built a low-friction process with minimal onboarding, minimal oversight, and maximum output. Plans arrive client-ready, prepared by professionals who just get the work done—no micromanagement required.
How do you work with my team?
Seamlessly. Whether you're looking for back-office CFP® support to quietly handle plan prep or a virtual paraplanner who collaborates with your ops team, we adapt to your firm’s workflow. We use your systems (like RightCapital and Holistiplan), follow your processes, and work at your pace—making it easy to scale without disrupting how you serve clients.
Are you an RIA?
No. We don’t provide investment advice or interact directly with clients. As outsourced paraplanning support for RIAs and fee-only advisors, our role is strictly behind the scenes. You give us the direction on portfolio assumptions or models, and we build the plans accordingly—no discretion, no client-facing work, and no regulatory gray areas.
Why wouldn’t I just hire my own paraplanner?
Hiring an employee means ongoing salary, benefits, onboarding, management—and supervision. Our virtual outsourced paraplanning services require none of that. No training. No overhead. Just efficient, high-quality planning work done by professionals who specialize in this.
While a full-time paraplanner may look cheaper on paper, they typically work half as fast—and you pay them whether they’re productive or not. With us, you only pay for productive hours, making this a more flexible and scalable solution for RIAs and solo advisors who value efficiency.
What’s your turnaround time?
Tax plans are typically delivered in 3–4 business days, while full financial plans take 5–7 business days. Turnaround may vary slightly based on seasonality. If you're searching for fast virtual paraplanning support or need a rush financial plan prepared by a CFP®, we’re happy to prioritize—rush rates apply.
Can you take over my planning operations entirely?
In select cases, yes. If you’re looking for a 1099 paraplanner or a contract-based financial planning partner to manage your plan workflow more comprehensively, we’re open to structuring that relationship. Just reach out early—our capacity fills fast, especially during peak planning seasons.
How long does it take you to complete a plan?
Full tax plans typically take about 3 hours. Comprehensive financial plans from scratch average around 6 hours. Annual review updates usually take just 2 hours. As specialists in outsourced financial plan preparation, we’re built for speed and accuracy—this is all we do. Time may vary slightly with complexity, but our focus is delivering tight, accurate, and fast plans so you can stay focused on client work and firm growth.