Fluently Financial, LLC

Michele Lenz is the founder of Fluently Financial LLC, a lifeline for financial advisors and firms that may be too small to need a full-time assistant. Whether you need long-term assistance or have time-sensitive projects, her financial literacy and wide-ranging experience will be put to good use. By handing off back-office paraplanning tasks and analysis to an expert, firms will be able to better focus on client needs and relations. With clear communication and an acute sense of self-direction, tasks will be completed with care and efficiency. As a Certified Financial Planner and “Michele of all trades”, Fluently Financial can help with: • Paraplanning services • Client data input, analysis, and reporting • Developing and updating client financial plans • Providing Financial Planning observations, recommendations, and detailed-analysis • Performing ad hoc research and analysis • Operational needs, such as process development and implementation Proficient/Advanced knowledge and use of: Microsoft Suite, MoneyGuidePro, eMoney, Charles Schwab, Fidelity, Sharefile, Salesforce, Orion, Morningstar, Holistiplan. *Can be hourly or project-based with flexible hours Fluently Financial takes special interest in working with firms that are: • Independent, small or midsize • Women-owned or minority-owned • Utilizing holistic planning to help their clients • Working with minority populations • Education-based planners