SERVICES

CUSTODIAN

Virtual, Handoff, Paraplanning, Financial Planner, Financial Planning, Outsource, Save, Time, Sabina Smailhodzic
Virtual, Handoff, Paraplanning, Financial Planner, Financial Planning, Outsource, Save, Time, Sabina Smailhodzic

financial planning software

Virtual, Handoff, Paraplanning, Financial Planner, Financial Planning, Outsource, Save, Time, Sabina Smailhodzic
Virtual, Handoff, Paraplanning, Financial Planner, Financial Planning, Outsource, Save, Time, Sabina Smailhodzic

client relationship manager

Virtual, Handoff, Paraplanning, Financial Planner, Financial Planning, Outsource, Save, Time, Sabina Smailhodzic
Virtual, Handoff, Paraplanning, Financial Planner, Financial Planning, Outsource, Save, Time, Sabina Smailhodzic

other

Virtual, Handoff, Paraplanning, Financial Planner, Financial Planning, Outsource, Save, Time, Sabina Smailhodzic

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.

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!