A Few Words
Our mission is to help Financial Planners provide more advice to more people.
Our simple 3-step onboarding process will set up with your own Paraplanner within 24 hours.
Our system integrates with your current business processes without the stress, hassle, and confusion that usually goes with hiring new staff!
So, there’s no need to figure anything out or work out how to put everything together, because we’ve done all the hard work for you!
We’ve created specific, custom paths designed to help you get your paraplanning done, fast.
Your job is to provide financial planning advice. Our job is to help you put together that document for your Clients… using XPLAN software. Okay, and strategy research and projections. And, well, everything in the paraplanning compliance toolkit.
Founded by Donna Klajman in 2012
I’ve worked in the Financial Planning industry for 22 years and was a former Financial Planner. I wrote my own SoAs when I first started. Big mistake. That must’ve set me back a good five hours each day for every SoA I wrote myself. Now I know that outsourced paraplanning is awesome, and outsourced paraplanners are the best-kept secret in the financial planning world.
What's In it for You
These fine folks make up the EloquentParaplanning.com crew
Founder and Paraplanner
Trusted by Our valued Clients
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