Lever
le·ver
/ˈlēvər, ˈlevər/
noun
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A rigid tool used to amplify force, enabling movement or lifting with less effort.
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(figurative): A means of gaining advantage or leverage to achieve greater results with less input.
Who We Work With
Independent RIAs That Value Data Security, Efficiency, and No-Friction Support.
United States Only
All work is performed securely in the U.S.—no offshore outsourcing
Any Tech-Stack
We work with any software—even the ones no one else touches.
Compliance-Approved
We align with your firm's compliance standards from day one.
Built-in Tax Planning
Outsourced Holistiplan options—tax deliverables from our software.
Zero Friction
Seamless support that fits your workflow — no friction, no disruptions.
Smart Pricing
Hourly or flat-rate—value-based and easy to scale so you can win business.
Our Most Popular Pricing Options
These aren’t the only ways we help—but they’ll give you a strong starting point.
On-Demand Hourly Support
For advisors who want expert help, exactly when they need it.
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Best for flexible, ad-hoc project work.
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Billed hourly, no minimums
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Scenario modeling (Roth conversions, AMT, Social Security, etc.)
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Recommendation ideation and drafting
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Deliverable creation in your format
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Meeting notes and prep
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Adapts fully to your tech stack and process
$140/hr
Per-Household Planning
Flat-rate pricing per household, no guesswork.
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Best value for advisors who want high-quality, efficient planning help.
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All the benefits of hourly, but packaged for efficiency
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Includes data entry, modeling, recommendations, and deliverables
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Plan-ready materials customized to your process
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Built-in flexibility for depth and complexity
$1,000–$2,000
Scaled Planning Support
For advisors looking to offload their annual planning workflow.
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Multi-household and multi-plan discounts
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Streamlined coordination across cases
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Centralized doc workflows and plan summaries
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Flexible billing based on volume
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CRM consultation where necessary
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Ability to join team huddles
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1099 optional
Custom Quotes
Just looking for options? We've probably explored them all. Book a call to tap our expertise.
Sound Familiar?
10-20
Clients
Growing Fast
Your drive and dedication are paying off—clients trust you, referrals are coming in, and your momentum is building.
30-40
Clients
The Capacity Wall
You’ve worked tirelessly to get here—but now every hour is spoken for and growth feels stuck.
Time Poverty
You’re doing it all—but there’s no time left to spend on anything else.
40
Clients
40+
Clients
The Turning Point
You’re ready to stop doing it all—and start focusing where you create real value.
Starting Strong
You launch your practice, hungry to serve clients.
0-10
Clients
The Full Calendar
Your hard work has filled your calendar—proof that clients value what you offer.
20-30
Clients
You've Done the Hard Part
Now hire an hourly virtual paraplanner to serve your best clients better, free yourself from the grind, and scale without burnout.
The
ROI Difference
$1 Spent = $4 Back*
*Assumes advisor is actively winning business, with ~$5,000 average annual revenue per new client and a typical sales cycle of 10-12 hours of hands-on involvement per prospect.
Our Process
1
You Delegate
You choose what to offload—data entry, drafts, modeling—and we handle the rest. Every engagement starts with a quick alignment call, so we’re dialed into your workflows, tools, and preferences from day one. No guesswork. No surprises. Just support that fits how you work.
2
We Prepare
Your plans are built in your software by experienced pros with CFP® and ChFC® designations—people who’ve crafted hundreds of real plans and understand the pressure you’re under. We deliver with the precision you'd expect if your name were on the cover.
3
You Deliver
Your plan. Your voice. Every deliverable reflects your advice and approach—because we close the loop with a debrief to align it all. You stay in control, with plans that feel like yours… because they are. Handled by professionals who’ve been in your seat.
Why Us?
The Value of Your Time
Advisors can generate $300–$450/hour in client-facing work—yet many still spend 9+ hours building each plan themselves.
That’s time lost to data entry, modeling, and formatting—when it could be spent deepening relationships, bringing in new clients, or scaling your value.
Whether you're a solo advisor, small team, or just getting started as an RIA, outsourcing plan prep unlocks capacity without adding overhead.
Reclaiming just one hour a week with paraplanning or virtual CFP® support can add $16K–$23K in annual revenue per advisor—before factoring in stickier clients, more referrals, and scalable growth.
Time poverty isn't just burnout—it's the biggest reason firms hit a ceiling. If you’re ready to grow without hiring, this is how.
No Hiring. No Training. No Friction.
Hiring staff means training, oversight, and long-term costs. It’s slow, risky, and not always scalable.
LEVR removes the friction. We’re your outsourced CFP® back office—experienced in plan prep, fluent in any tech-stack, and fully compatible with any workflow.
No onboarding. No micromanaging. Just clean, accurate plans—delivered faster and often in half the time of an internal hire. This isn’t side work—it’s all we do.
We’ve modeled thousands of real-world scenarios for fee-only, AUM, and subscription-based practices.
LEVR is more than labor. We’re your strategic planning partner. Reclaim your time. Simplify your workflow. Scale without headcount. Lean. Flexible. Built for next-gen advisors.
Have a Question We Didn't Answer?
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I’m not an advisor—and that’s by design.
Sam Flaten CFP®, ChFC®
I didn’t love prospecting or client conversations. But where you thrive in front of clients, I thrive behind the scenes: building thoughtful, efficient financial plans.
I’ve held the CFP® and ChFC® designations for years, with deep experience managing teams, refining workflows, and building plans for advisors like you. I understand the pressure of growth—especially for lean, tech-forward firms running on any stack imaginable.
That’s why I built LEVR: a virtual outsourced paraplanning service designed to help advisors scale without hiring, training, or managing staff.
But this isn’t just about saving time—it’s about delivering value that wins.
Our advisors come back because they feel seen, secure, and confident. That’s our standard.
Every scenario modeled and recommendation designed is built with your client in mind—because we know what resonates. We’ve been in your seat. We know what makes clients say, “No one’s ever shown me this before.” That experience informs every plan we touch—so you can stay focused on what you do best.
