Financial Planning
I work with independent advisory firms to create comprehensive financial plans tailored to each client’s unique goals and challenges.
I offer outsourced financial planning services to fee-only wealth management firms around the country. Since I work remotely, I have the flexibility to service firms and their clients in any location.
My virtual paraplanning services include:
- Initial data gathering
- Client onboarding
- Plan development
- In-depth research and analysis for specific planning areas like college funding, insurance policy review, retirement plan selection, etc.
- Custodian-related tasks including account transfer or new account paperwork, document tracking, and NIGO resolution
I also consult on practice management and operations areas, such as:
- Technology comparison and selection
- Workflows and processes implementation
- Form building
- Website design and copywriting
- Social media updates and graphics design
- Marketing collateral, brochures, proposals, and plan deliverable design
Writing
I write freelance articles and blog posts on various topics in personal finance, marketing, business, professional development, and lifestyle. I offer copy writing and copy editing services as well as content strategy and creation.
Coaching
I coach groups or individuals on core personal finance topics such as saving, financing, basic investing, career decisions, etc. The sessions are geared towards educating participants and motivating them toward better financial habits. I also offer workshops at local nonprofit organizations.
Let's connect.
If you’d like to learn more about my services, please contact me. I’d love to hear from you!