SERVICES

CUSTODIAN

financial planning software

client relationship manager

other

Need a virtual paraplanner who works with different software? Let's chat!

technology

cost

As with nearly everything in financial planning, it depends.

However, there are a few constants:

1. I charge an hourly rate.

2. I provide an estimate of hours required to complete a project.

3. Once a project is 75% complete, I provide an

updated estimate of hours required to complete a project. 

4. Billable hours are those required to complete a project.

payment

You will receive an invoice on the first business day of each month with payment due 10 business days later.

 The role of a paraplanner is to free up your time, so you can:

 

1. manage existing client relationships,

2. establish new client relationships, and

3. grow your business.

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If this is what you need and want, and your task list consists of:

1. financial plan constructions,

2. financial plan updates, and

3. research,

then a virtual handoff may be the solution for you!