Hi, I’m Donna Klajman, wife, mother, coffee lover and food fanatic. I’m also systems-obsessed. My specialty is working with Financial Planners to put the pieces together when it comes to paraplanning.
I’ll work with you to use simple, proven strategies to help you provide more advice to more people.
When you partner with us as your paraplanners, I’ll work along with you to determine the right look and feel for the content and design of your Statements of Advice.
I’ll also help you integrate the paraplanning process into the mix so you can focus on serving your clients.
Experience is an excellent teacher. I have been in the Financial Planning industry for over 12 years prior to establishing Eloquent Paraplanning. Because I live for systems and processes, my focus is helping you get more done in less time.
Allow me to help you build a solid business.