~ Virtual Planner for Hire ~

• Comprehensive Financial Plans
• Asset Allocation Analysis & Rebalancing
• Required Minimum Distribution Analysis 
• Blog-Style Custom Reports
• Development of or adherence to your firm's customized processes and procedures to ensure a consistent and efficient client experience
• Available per project or on an hourly retainer basis
• I am willing to work for a week or so at no cost in order to see if we are a good fit and ensure that we are both happy with the arrangement before committment by either party
• I am currently subscribed to Money Guide Pro. Also have some experience with Right Capital and Advizr software programs
• I am familiar with Wealthbox CRM 
• I am experienced working with Morningstar Principia
• Will use whatever cloud-based secure system you use for data transfer
• I am very interested in researching new subjects and keeping up with the latest technology and industry developments

 

Welcome to Virtual Planner 

The primary focus of Virtual Planner is to alleviate the workload placed on busy investment advisors and financial planners. 

My Three Primary Goals are to be: 

Diligent!

Creative!

Punctual! 

Learn more about me here!

Virtual Planner is a division of Life's Journey