Jamonica Brown
Founder, Aligned Support Co.

Clarity, Structure, and Insight for Financial Advisors Building Meaningful Firms.

ABOUT ALIGNED SUPPORT CO.

Meet Your Strategic Support Partner

I’m Jamonica Brown, founder of Aligned Support Co.After years in wealth management and client operations, I saw firsthand how much pressure financial advisors carry. Between planning, compliance, and client care, there’s often little room left to focus on actually growing your firm.I started ASC to provide high-level paraplanning and back-office support that aligns with how you work, how you think, and where you’re headed.With a background in psychology, tools like eMoney and MoneyGuidePro, and investment platforms like Morningstar, I bring a mix of technical precision and emotional insight to every advisor I support.

Aligned Support Co. offers paraplanning and planning-focused support that helps you reclaim your time, sharpen your process, and deliver client-ready work with clarity and care. Whether you're prepping for annual reviews or building multi-scenario plans, I help you deliver smarter, more thoughtful service without burning out behind the scenes.

  • Financial plans built in eMoney, RightCapital, or MoneyGuidePro

  • Behavioral insights and planning summaries that connect

  • Reliable turnaround, clean reports, and zero micromanaging

SERVICE TIERS AT A GLANCE

Which Level of Support Do You Need?

Whether you're testing the waters, managing a lean firm, or ready to scale with a true thinking partner, Aligned Support Co. offers three clear ways to work together. Each package is built to deliver clarity, consistency, and confidence without the overwhelm.

Advisor Alignment SprintIdeal for first-time or exploring advisorsAligned EssentialsBest for solo advisors or lean teams needing consistent, high-quality plan execution.Aligned PartnerBest for advisors ready for full-spectrum strategic support and deep collaboration.

FLEXIBLE PROJECT SUPPORT

Side Projects & Virtual Support

Not every advisor needs a full-time paraplanner. Sometimes, you just need someone capable to step in and handle the details. Whether you're onboarding new clients, cleaning up your back office, or preparing for a client meeting, I offer project-based support you can rely on.Every task is thoughtfully aligned with your systems, tone, and workflow. I’ll take care of the behind-the-scenes details so you can stay grounded in your role, knowing you’re supported with clarity and care.

  • Calendar and scheduling support

  • CRM cleanup, segmentation, and task setup

  • Meeting prep docs and post-meeting summaries

  • Onboarding flows, checklists, and email templates

  • Portal setup and eSignature coordination

  • Client decks, branded PDFs, and light email copy

  • Webinar logistics, RSVP tracking, and follow-up

STAY CONNECTED

Let’s Work Together

I support financial advisors who want structure, clarity, and real results without trying to do it all alone. Whether you're ready for a full package or just need short-term support, let’s start the conversation.

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Built with care for growth-stage advisors