Solo Advisor Support
Welcome to Maker City Paraplanner - the partner your practice has been missing.
Hi, I'm Marie - a CFP® with 15+ years in financial services, now working exclusively as a virtual paraplanner for independent advisors. I step in where you need me: plan prep, client service, operations, analysis support, and more.
Operations
✳︎
Administrative Support
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Compliance
✳︎
Client Onboarding
✳︎
Data Entry + Plan Analysis
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Operations ✳︎ Administrative Support ✳︎ Compliance ✳︎ Client Onboarding ✳︎ Data Entry + Plan Analysis ✳︎
Behind-the-scenes support. Client-forward results.The Client Experience Starts Behind the Scenes
The best client interactions happen when an advisor walks into a meeting - or virtual call - with nothing else on their mind.
No follow-up tasks stacking up. No compliance deadlines looming. No half-finished paperwork waiting on the other side of the conversation. Just presence, focus, and the kind of attention that makes a client feel like the only person on your calendar.
If you’re reading this, I bet you want this for your clients, too.
That's what back office support actually does. It's not glamorous work, but it needs to be done and when it's done well, it creates the conditions for you to show up as the advisor you set out to be. The one who remembers what matters to their clients. The one who has time to think, to plan, to grow. The one who isn't running on fumes by Tuesday afternoon.
Your clients don't see the prep work, the paperwork, or the follow-through happening behind the scenes. They just know that working with you feels different. That you're never distracted, never scattered, never too buried to be present. You respond quickly and can follow through with promises made because most of those distractions - the transfer follow-ups, compliance archiving, and more - are handled.
If you want to stay solo and deliver the service you promised and still be present for your family, your hobbies, and your own headspace — you need support.
“Things are going great on my end, I'm super happy to have the support and at this point can't imagine going back to doing 100% of everything by myself. I'd be working around the clock and would be much less efficient!”
-Allen Mueller, 7 Saturdays Financial
just a few tasks i can take
off your plate
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New Client Onboarding + Data Entry
New Account + Transfer Paperwork
Electronic File Organization
Process + Workflow Management
CRM Management + Clean-Up Projects
Light Content Creation (blog posts, newsletters, copy)
Pre + Post-Meeting Prep
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Employee Benefit Review
Annuity Reviews (living benefits are my thing!)
Life Insurance Reviews
Portfolio Management Support + Rollover Calls
Monarch Money training
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Quarterly required reporting + archiving
DOL PTE Disclosures
Client Agreement, ADV, Privacy Policy, IPS tracking + Updates
“I genuinely love working with you and feel very fortunate to have you supporting the practice. I’m consistently impressed by how much you accomplish in the time you bill and by the level of care you bring to your work.”
-Colin Page, Oakleigh Wealth Services
I'm currently at capacity and not accepting new advisor clients. If you'd like to connect for the future, drop me a note!