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
Company Details
- Founded
- -
- Address
- Paraplanning Tasks And Analysis To An Expert
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Paraplanning, Wealth Planning, Financial Advisor, Investments, Insurance, Education Planning, Estate Planning, Tax, Operations, Data Entry, FInancial Planning.
- Competitors
- Nelson Nash Institute, Wealthbox.
Fluently Financial, Llc Questions
Fluently Financial, Llc's LinkedIn profile is https://www.linkedin.com/company/fluentlyfinancial
Fluently Financial, Llc's industry is
Financial Services
Fluently Financial, Llc's top competitors are
Nelson Nash Institute,
Wealthbox.
Fluently Financial, Llc's categories are Financial Services
Fluently Financial, Llc's founding year is 2021
