I’m Kathy Watkins, RP®, and I provide virtual paraplanner services for fee-only financial planners.

My goals are to: 1) rescue you from being overwhelmed; 2) help you maintain an even keel,  so that you can focus on the things that really fuel your passion; and, most importantly, 3) to free up your time to grow your business.

I use the latest technology to communicate, support and exchange information with my clients. But there is no substitute for the personal touch. My clients and I have regular update conversations to track projects and clarify priorities.

You can learn more about what I do on my Services page.

And you can rest assured that your investment in my services will ultimately enhance:

  • The health of your business;
  • The quality of your personal life; and
  • Your overall peace of mind.

Take a look around my site to learn how I can add value to you and your business!

 

REGISTERED PARAPLANNERSM and RP® are service marks of the College for Financial Planning.