Contact me at brandon@yourvirtualparaplanner.com
Virtual Paraplanning Services
Are you looking to add capacity or get some time back with your family? Many financial advisors reach a point where they probably should have hired awhile ago, but just didn’t have the time or revenue to do so.
I offer remote and virtual paraplanning services to help you gain capacity for more clients and spend more time with your family. We’ll work together to identify items I can take off your plate and give you some breathing room (and hopefully more revenue too!).
Whether it’s building financial plans, writing blog articles, or preparing client review documents, you’ll get quality service you can be proud to present to your clients.
After we talk and agree on the details of our work together, I’ll prepare a contract and non-disclosure agreement.
Paraplanning
brandon@yourvirtualparaplanner.com
Financial Planning Support Services
I earned the Chartered Financial Consultant® (ChFC®) designation in 2022. I’m one of the first to hold the new Military Qualified Financial Planner – MQFP® designation. I’ve completed the Certified Financial Planner CFP® coursework and plan to sit for the exam as I retire from the Army (roughly spring of 2026). I’m currently enrolled in the Accredited Financial Counselor – AFC® course now. I also have experience in working in popular financial planning software. I prefer to work with eMoney (certified) and RightCapital.
I have worked with Money Guide Pro, but it is not my preferred software. However, adapting quickly to new software or products is one of my strengths. I completed the FPA Externship in 2020 which gave me experience using Morningstar as well.
Hours Available
I typically work “in the margins” and complete work outside a typical 9-5 schedule. This is something I want you to be aware of. However, I can schedule time during normal business hours if I know in advance.
I really enjoy solving problems. Are you looking for someone to go beyond just data entry? We should talk. I like a good challenge and I love to learn new things!
- $71/hour
- 5 hour minimum commitment per week
- Contract lengths are variable (typically 6 months)
Website Content Audits
brandon@yourvirtualparaplanner.com
If you’re like most financial planners, you hired a marketing company and they set up your website. You have a functional website and have added features here and there. Have you ever really checked to make sure everything still makes sense?
I use my experience as a freelance newspaper editor and office “eagle eye” to seek out errors. I’ve found everything from missing punctuation to links to porn and gambling sites. Seriously, I can’t make this up!
I’m sure your “website person” checks for broken back links, but do those links go where they’re supposed to? I’ll go through and check each one to make sure they’re actually going somewhere useful – not to whoever purchased that old blog article you wrote.
Empathetic View From a Client Perspective
I’ll look at your content through the eye of your next potential client. It often takes a fresh set of eyes to really be objective and notice things your clients might see but you don’t. I’ll give you detailed notes and suggestions to improve the copy throughout your website.
At the end of the website audit, you’ll get a detailed report with all the findings and suggestions. You’ll get professionally candid feedback that you can use to make your website copy flow and attract more clients.
I only complete one of these audits per month, so if you’re interested, please let me know right away so I can add you to the schedule.
- $600 (Up to 10 hours of editing)
- $71/hr Additional Time
Content Creation
brandon@yourvirtualparaplanner.com
I love to write and create content! My life has given me an interesting background in marketing and sales. I often collaborate with other financial advisors on projects, articles, and videos too.
Here’s some links to some of my projects I’ve helped with. Also, I’ve also started my own podcast, The Start100K Podcast and started my blog to help enlisted service members.
NextGen Wealth Blog
Don’t Miss Out On Last Minute Financial Strategies in 2020
DIY Financial Plan versus working with a Professional Planner – LEGO Analogy with Zac Spainhour
LEGO and Risk Tolerance – Zac Spainhour
Fees
- $600+ per Article
- Varies on complexity/length
- ~$0.60 per word for technical pieces