Our collaboration will be one of the most important relationships in each of our professional lives.

That’s why it’s important that we understand and respect each other’s standards, values and expectations.

Ideally, we will form a synergistic team in which our respective skills and strengths enhance and complement each other.

I offer three service levels, as described below.

Service Level 1: Retainer

I work with some clients on a monthly or quarterly retainer basis. Those clients retain my services for a specified number of hours per month or per quarter, with a minimum of 10 hours per month. One of the advantages of a retainer relationship is that I have the ability to better understand your business and processes, your challenges and opportunities, and your professional and personal goals.

Service Level 2: Pay As You Go (PAYG)

The PAYG level is ideal if you want to “dip your toe in the water” to determine if we’re a good fit to work together. Or maybe your practice won’t yet sustain a retainer relationship with a paraplanner, but you’re overwhelmed and need help for specific, limited blocks of time. With PAYG, you don’t reserve a specific number of hours per month and you don’t pay for services in advance. You will be billed at the end of the months for the hours worked. There is no difference in fee between Retainer and PAYG. There is a 5-hour minimum per month for this level.

Service Level 3: Special Engagements

A special project may involve creating your new website or blog. Or perhaps your regular paraplanner is on vacation or  a leave of absence, and you need someone to fill in during the interim.

Special projects are estimated and billed based on their detailed scope and complexity.