At the tippy top of 2020, Fresh Paraplanning poured its bubbly goodness into the world. Our mission? To offer refreshingly tasty solutions to fun-loving financial advisors and planners. And since then, we haven’t looked back.
We’re a cute little team of escape room lovers, puzzle solvers and professional nappers. We’re also delightfully driven to create affordable, fast and fun results through wink-worthy documints.
Check out our career opportunities. You could be the newest squeeze in our mix!