Meeting-prep packets for solo fee-only RIAs.
A virtual paraplanner builds your agenda, data-gaps checklist, and scenario writeups — inside your seat, on your templates. $200–400 flat per packet. Two business days.
Got my email? Just reply there — same inbox.
1.Roth conversion window — fill the 22% bracket before RMDs begin
2.Idle cash — XX months of expenses sitting in checking; sweep decision
3.529 funding vs. taxable — second grandchild arrived March 2026
Convert $XXX,000 in 2026. Assumes: MFJ filing · taxable income of $XXX,XXX before conversion · no IRMAA lookback exposure until age 63 · brackets per 2026 IRS tables · state tax at XX%. All assumptions listed.
Four components, built in your stack.
Agenda
I read your meeting notes, prior plan files, and CRM data, then write a structured agenda. Each item ties to a specific decision.
Data-gaps checklist
The specific documents and data points the client needs to provide before the meeting. Named sources, specific page numbers.
Scenario writeups
Roth conversion sizing, savings-rate sensitivity, cash-flow projection. Every assumption printed and cited.
Client summary
One-page overview formatted in your templates. Ready to hand the client at the meeting.
Flat fee, scoped in writing first.
Sample packet
One per advisor. Judged on the work, not the bio.
Paid packet
Scoped in writing before work starts. One revision included.
Monthly block
Standing prep for advisors who want every meeting covered.
To-the-minute billing means every email has a price tag. A flat fee means none do.
The audit pass is the product.
Scope
Written scope before any work starts.
SLA
Two business days from complete case file.
Accuracy
I audit every number before delivery.
Operator
US-based, named operator, US hours.
Compliance
Your seat, your compliance, your E&O. Work happens inside your software.
Retention
Nothing stored after the engagement. Deletion on request.
Hornbeckco works for advisors only — no consumer engagements, and nothing on this page is investment advice.
Aidan Hornbeck
Founder & Principal
Myrtle Beach, SC
Studying in the CFP Board-registered Financial Planning program at Coastal Carolina University's Wall College of Business. Finance and Wealth Management concentration.
Building toward a fee-only RIA, starting on the paraplanning side: real case files, real compliance, real deadlines. Every packet ships as supervised work inside your practice, under your compliance and your E&O.
Your planning software, your CRM, your templates — output drops into the stack you already run.
What I'll ask you
- Who is the client?
- What question must this meeting answer?
- What exists already — statements, plan file, CRM notes?
- What software and templates, so the output drops into your stack?
- Anything you already want on the agenda?
- When is the meeting?