I provide a full range of paraplanning and administrative services, including:

Paraplanning

  • Meeting preparations for open retainer clients and hourly clients.
  • Meeting preparations for one-time Financial Reviews/Tune-Ups.
  • Working with planning software programs (MoneyGuidePro, RightCapital).
  • Working with custodians (SSG/Pershing, Schwab, TD Ameritrade, TIAA) to: 1) create new account and account transfer paperwork; 2) move money; 3) track account contributions, distributions and RMDs; and 4) confirm trades.
  • Working with portfolio management programs (Morningstar Office, Morningstar Advisor Workstation, PowerAdvisor).

Administrative Support

  • Prospect screening and scheduling
  • Creation/customization of workflow processes
  • Maintenance of CRM/File Sharing programs (Advisors Assistant, Box, Dropbox, Egnyte, Grendel, Redtail, ShareFile, SugarSync, Wealthbox)

Specialty Services

  • Website development and maintenance
  • WordPress blog creation and maintenance