Paraklete® Financial, Inc.

Paraklete Financial, Inc. Expands Operations to Gloucester, Virginia Gloucester, VA – January 7, 2025 – Paraklete Financial, Inc., a nationally recognized fee-for-service CPA financial planning firm, is pleased to announce its expansion into Gloucester, Virginia. This strategic move underscores Paraklete Financial’s commitment to bringing holistic personal financial planning services to clients across the United States. Please keep reading to learn more — https://lnkd.in/e-YiUxya

Paraklete® Financial, Inc. is Hiring! Here's what you need to know— Planner Role Minimum Requirements: At least 2 years of tax experience. Professional presence and the ability to connect with clients. A strong service-oriented mindset. Genuine passion for learning personal financial planning. CPA/PFS designation or active pursuit of these credentials. Job Description: Join our CPA firm as a paraplanner, collaborating with a lead planner to develop and review personal financial plans for a diverse client base. This role offers invaluable experience to achieve your CPA and PFS designations while building the foundation for your future entrepreneurial aspirations, including running your own firm. Benefits: Flexible work environment 401(k) matching Health insurance reimbursement Profit sharing Vacation time Paid Time Off (PTO)

Building a Fee-for-service Personal Financial Planning Practice Paraklete® Financial is offering its Building a Fee-for Service Personal Financial Planning Practice course on Jan 8-10 and Jan 15-17, 2025. This online CPE course is offered over 6 days and provides participants with knowledge and resources to build and implement a fee-for-service, integrated personal financial planning model, without asset management or product sales. Case studies and guest speakers in the disciplines of banking/investment/law/life coaching and tax will provide participants with unique insights into building collaborative teams as part of the personal financial planning process. Participants will leave with a proven action plan developed over 20 years, as well as written best practices for firm operations and the entire personal financial planning process, including proprietary standard operating procedures. The deadline to register for this course, which provides 24 hours of CPE, is Dec 27th. Due to the interactive nature of this course, class size is limited to 4 students and only available to CPA/PFS credential holders and CPA/PFS candidates. To learn more and to sign up for the class, please click this link: https://lnkd.in/e-pHWnyb

San Diego, CA— November 21, 2024 As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to San Diego, CA, with PFSLive! Please keep reading to learn more! https://lnkd.in/esWVWXtk

Had a great time Tuesday, at UGAs Terry College of Business, meeting with students interested in pursuing careers in accounting, tax, finance and personal financial planning. Thank you to Andrea and Laura-Ashley for assembling a great group of passionate young people ready to make their mark in the world! 

Recently, Paraklete Financial’s team of CPA Financial Planners enjoyed three enriching days filled with learning, mentoring, and fellowship. The event featured 20 hours of CPE training led by Tom Tillery, adding significant value for all attendees. We were blessed to have Jere Doyle with us for an entire day, sharing his insights and wisdom. Jere’s humble, brilliant approach left a lasting impression on us all. A special thank you to Jere for his time and impactful contributions! We were also joined by Rob Petmecky, nationally known estates and trusts attorney, who shared valuable perspectives during his half-day session on family limited liability entities. Looking forward to many more opportunities to grow and collaborate in the future!

At Paraklete Financial, we’re changing the way personal financial planning is delivered. Our firm is growing rapidly, and we’re looking for individuals who value integrity, objectivity, transparency, and excellence in their work—qualities that are more important than ever in today’s world. As CPAs, we understand that clients rely on us as their trusted advisers. At Paraklete, we are a CPA firm solely focused on personal financial planning, offering both virtual multi-family offices and virtual family offices to meet the needs of our diverse client base. Our firm’s name, Paraklete, means advocate, counselor, and one who walks alongside you. Click on the link to learn more: https://lnkd.in/ekxjqDjX

Medicare Open Enrollment begins on October 15, marking a critical period for anyone currently enrolled in Medicare or about to enroll. During this time, individuals have the opportunity to review their Medicare coverage and make changes that better suit their needs. But what exactly is Medicare Open Enrollment, and what should you be aware of when considering your options? Find out more: https://lnkd.in/eNYu4_Bj

Building a Fee-for-service Personal Financial Planning Practice We are offering our Building a Fee-for Service Personal Financial Planning Practice course on Oct 21-23 and Oct 28-30, 2024. This online CPE course is offered over 6 days and provides participants with knowledge and resources to build and implement a fee-for-service, integrated personal financial planning model, without asset management or product sales. Case studies and guest speakers in the disciplines of banking/investment/law/life coaching and tax will provide participants with unique insights into building collaborative teams as part of the personal financial planning process. Participants will leave with a proven action plan developed over 20 years, as well as written best practices for firm operations and the entire personal financial planning process, including proprietary standard operating procedures. The deadline to register for this course, which provides 24 hours of CPE, is Oct 8th. Due to the interactive nature of this course, class size is limited and only available to CPA/PFS credential holders and CPA/PFS candidates. For more information and a link to sign up, click on this link: https://lnkd.in/e-pHWnyb

Susan Tillery (BBA ’80) dreamed of one day joining the FBI. But everything changed when she took her first UGA tax course, recalling the advice her father gave her before she became a Bulldog: “Make sure you enroll in the business school.” She graduated with a BBA in 1980 and earned her MAcc the following year. Shortly thereafter, she began her career with Arthur Andersen in the tax department. She later moved to estate planning, where she discovered her love for personal financial planning. Now, Tillery is President and CEO of Paraklete Financial Inc. and President of Financial Planning Advocate LLC, a provider of continuing education for CPAs and financial advisors. Please keep reading— https://lnkd.in/eczWkRPy #TerryCollege #UGA #PersonalFinancialPlanning #FinancialEducation #ScholarshipFund #MAccStudents #ParakleteFinancial