Capacity Built for Women Who Lead

Aligned Support Co.

You built your firm with purpose, now it's time to thrive without the overwhelm. Aligned Support Co. provides paraplanning and back-office services, empowering you to focus on what matters most.
You lead with vision, we handle the details.

Explore Our Partnership

For the Advisor At Capacity

You Don’t Need to Work Harder. You Need More Support.

You’ve mastered your craft as an advisor. You can navigate a complex estate plan and calm a client in a volatile market. But after the clients go home, the part that pulls you from visionary to administrator begins.Does this sound familiar?Your mind is a web browser with 27 tabs open, constantly switching between client tasks, CRM updates, and looming compliance deadlines.You're stuck in the endless cycle of working in your business instead of on it.You dream of taking a real vacation, taking on more new client meetings, networking more, or simply being more present with your family, but you're trapped by the fear that the moment you step away, everything will grind to a halt.Our approach is designed to free you from that cycle through a combination of:

PROCESS & PRECISION

Scalable Systems

We begin with a deep dive into your firm’s unique operational DNA: your tech stack, your client workflows, and your communication style. Our detailed annual review process ensures nothing is missed, from CRM notes and IPS alignment to performance analysis.We then create beautifully designed, custom-branded client deliverables that make your expert advice shine and reflect the high standard of care you provide.

INSIGHT & INTEGRATION

Deeper Level of Support

Our support is rooted in a deep understanding of human behavior, informed by a background in psychology and social services. We act as your second set of eyes, catching the non-verbal cues and relationship dynamics that notes alone can miss.This allows us to provide behavioral insights that help you build lasting financial plans and client trust. It’s a partnership that doesn’t just feel efficient; it feels safe.

About the Founder

Jamonica Brown

Hi! I'm Jamonica, founder of Aligned Support Co., and I am unapologetically passionate about seeing more women thrive in the finance field. I built this firm to do my part: to provide the expert, intuitive support that allows women advisors to scale their firms, serve their clients deeply, and lead the industry forward.My career, from working with hundreds of families at Fidelity Investments to supporting a woman-led firm, showed me a clear pattern: the most impactful advisors had the strongest back-office systems behind them.My path has been unique, combining my Bachelor's degree in Psychology with financial expertise. I hold my Series 7 & 66 licenses, eMoney certification, and my ongoing studies for both an MBA in Finance and the CFP® designation.For me, every financial plan is like a human puzzle. I love bringing clarity to that complexity, like modeling a scenario that gives a nervous client peace of mind about their spending, or catching the non-verbal cues that build trust.When I’m not supporting clients, you can find me reading a dystopian book, enjoying a sip and paint night, event planning, or channeling my inner Katniss at the archery range.

OUR CORE SERVICES

How We Support

We free your time and create capacity for growth through dedicated paraplanning support.Financial Plan Execution: Building comprehensive financial plans using eMoney, RightCapital, and MoneyGuidePro.Portfolio Management: Handling fund research, compliant rebalancing, money movement, account updates, and performance reporting.Annual Review Preparation: Preparing comprehensive, client-ready reports that demonstrate your ongoing value.Workflow & CRM Optimization: Organizing and streamlining your CRM (Redtail, Wealthbox, etc.) and back-office workflows for lasting efficiency.

OUR SERVICE STRUCTURE

Flexible Capacity, Built Around You

Our partnership is structured in dedicated weekly retainers of 5, 10, or 15 hours. Rates for our services begin at $60 per hour. This model provides the consistent, high-quality partnership you need to keep your client experience running smoothly and your systems in order.Our Seamless Start OfferWe remove all the risk of getting started. Your partnership begins with 5 complimentary onboarding hours ($300 value) dedicated to a smooth and efficient integration. This gives me the time to learn your systems and you the confidence that you’ve found the right partner, all before your first invoice.Whether you need light weekly help or full back-office coverage, our partnership grows with you, giving you the capacity to scale with confidence.

BUILD YOUR CAPACITY

It's Time for Aligned Support

Book your complimentary discovery call to explore a partnership and find the focus your firm deserves.