I provide outsourced financial planning services for independent fee-only financial planners.
Are you feeling overwhelmed, but not quite ready to hire a part- or full-time staff?
I can help! You can hire me for as little as 1 hour per week! Let me lighten your load and give you more of your time back!
What types of tasks can you handle?
A virtual paraplanner can take on a variety of tasks. Here are just a few examples:
- client onboarding
- data collection
- maintain data in CRM and financial planning software
- plan analysis
- client follow-up
What software do you use?
I'm familiar with a variety of software programs and am capable of learning any program you like. Here are a few I use regularly:
- Quickbooks Online