Michele Lenz's Contact Details

Michele Lenz's Company Details

Fluently Financial, LLC

, , • 0 Employees
Financial Services

Michele Lenz is the founder of Fluently Financial LLC, a lifeline for financial advisors and firms that may be too small to need a full-time assistant. Whether you need long-term assistance or have time-sensitive projects, her financial literacy and wide-ranging experience will be put to good use. By handing off back-office paraplanning tasks and analysis to an expert, firms will be able to better focus on client needs and relations. With clear communication and an acute sense of self-direction, tasks will be completed with care and efficiency.As a Certified Financial Planner and "Michele of all trades", Fluently Financial can help with:• Paraplanning services• Client data input, analysis, and reporting• Developing and updating client financial plans• Providing Financial Planning observations, recommendations, and detailed-analysis• Performing ad hoc research and analysis• Operational needs, such as process development and implementationProficient/Advanced knowledge and use of: Microsoft Suite, MoneyGuidePro, eMoney, Charles Schwab, Fidelity, Sharefile, Salesforce, Orion, Morningstar, Holistiplan.*Can be hourly or project-based with flexible hoursFluently Financial takes special interest in working with firms that are:• Independent, small or midsize• Women-owned or minority-owned• Utilizing holistic planning to help their clients• Working with minority populations• Education-based planners