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