Paraplanning services
Paraplanning services
Paraplanning services
Client-facing and back-office support
Preparing and updating financial plans
Summarizing plans for advisors and clients
Ad-hoc research and analysis
Types of analysis
Paraplanning services
Paraplanning services
Retirement projections
Insurance and education needs analysis
Tax planning
Review estate plans
Ad hoc modeling
Additional services
Paraplanning services
Additional services
Spreadsheet fairy
Streamline processes
Customized checklists
Project management
Working remotely
Working remotely
Additional services
Regular, clear communication
Deadlines for deliverables
Cloud-based apps
Secure file sharing
Software
Working remotely
Engagements
Engagements
Working remotely
Engagements
Short-term or ongoing
Seasonal support
Fill in for medical or parental leave