Precision Paraplanning — Financial Plan Drafting
Financial Plan Drafting

Paraplanning and detailed plan drafts — handled.

So you can stay focused on your clients. Professional financial plan drafting for solo advisors and small RIAs. Flat fee. No retainer.

📅 Book a Call See how it works →
5
Business day turnaround
$500
Starting flat fee per plan
0
Retainer required
✓
Flat fee per plan
✓
No retainer or monthly commitment
✓
5 business day standard turnaround
✓
One revision included per draft
✓
CFP® candidate
The Process
Done in four steps.

Simple handoff. Clean draft. Back to your clients.

01
You send the data
Client information, planning assumptions, and access to your planning software.
→
02
Sam builds the draft
Complete plan drafted in your software — narratives, summaries, and categorization included.
→
03
Draft delivered
Clean, complete draft in your inbox within 5 business days. Rush available.
→
04
You review & present
You review, adjust if needed, and present to your client. One revision round included.
What I Handle
Everything between data
and client-ready draft.

Six core services — all included as part of every engagement.

📋
Financial Plan Drafting
Complete plan drafts built in your planning software — ready for your review and client presentation.
✍️
Cash Flow Narratives
Written in plain, client-friendly language that makes sense to real people — not just planners.
🏛️
Estate Planning Language
Clear, accurate language covering a range of client scenarios — no documents, existing trust, bypass trust, and more.
🛡️
Insurance Summaries
Coverage analysis and summaries that integrate cleanly into the overall plan.
📊
Tax Bucket Categorization
Asset classification and tax bucket organization built into the plan structure.
📥
Data Entry & Organization
Client intake, planning assumptions, and data entry — so every plan starts with a clean foundation.
Pricing
Flat fee. No surprises.

Tiered by plan complexity. No retainer. No monthly commitment. Pay per plan.

Basic
$500
per plan
Straightforward plans — younger clients, simple assets, single accounts.
Cash flow narrative included
Standard asset categorization
5 business day turnaround
One revision round included
Most Common
Standard
$625
per plan
Moderate complexity — some estate or tax considerations, multiple accounts.
Everything in Basic
Estate planning language
Insurance summaries
Tax bucket categorization
Complex
$750+
per plan
Business owners, estate planning, multiple accounts, divorce scenarios.
Everything in Standard
Complex estate scenarios
Business owner planning
Custom quote provided
⚡ Need it faster? Rush turnaround available — 2 business days
+25–50% added to any tier

Volume discounts available for 5+ plans per month. Payment due within 10 business days of delivery.

About
Built by someone who's done the work.

Sam McCaughey is a Scottsdale-based paraplanner with 14+ months of hands-on financial plan drafting experience inside a fee-based RIA. He built Precision Paraplanning to give solo advisors and small firms access to professional plan drafting support — without the cost of a full-time hire.

After more than a year building plans inside a fee-only advisory firm, Sam understands exactly what advisors need and what gets in their way. He works across major financial planning software platforms and delivers clean, client-ready drafts advisors can present with confidence.

Sam is currently pursuing his CFP® designation through Arizona State University.

14+
Months plan drafting experience
$0
Retainer required — ever
5
Business day standard turnaround
CFP®
Candidate — Arizona State University
Background & Credentials
  • 14+ months of hands-on plan drafting experience at a fee-based RIA in Scottsdale, AZ
  • Experienced across major financial planning software platforms including MoneyGuidePro, eMoney, and RightCapital
  • Pursuing CFP® designation through Arizona State University
  • Understands the planning process from the inside — not a generalist, not a VA
  • Built Precision Paraplanning to give solo advisors access to professional support without the cost of a full-time hire
Get Started
Ready to get plan writing off your plate?

Schedule a call. No pressure, no obligation — just a quick conversation to see if it's a fit.

📅 Book a Call
sam@precisionparaplanning.com
(480) 436-2960