Access the 3 links below to read comments by Michael Kitces, co-founder of the XY Planning Network, regarding two important topics for financial advisors and how a paraplanner can help with the solution.

• Best Practices In Time Management & Productivity Tips For Financial Advisors
• How Does A (Lead) Financial Advisor Spend Their Time?
• What Does A Paraplanner Do To Support A Financial Advisor?

Benefits of a Virtual Paraplanner

• 1099 employee – you only pay for the hours I service you
• NO paid benefits, no FUTA/FICA taxes
• NO office space, desk, equipment, etc. – all virtual communication
• Flexible Plans – hire me on demand in peak work times or a minimum hours per month ongoing

A few of many pain points that financial advisors experience regarding Time Management.

• You would like to spend more time advising your client
• You don’t have time to market your firm and grow your business
• You are constantly balancing your time between work and family life
• You feel guilty about taking time off!!
• Etc.

My paraplanning services are the solutions to your pain points.

Let my time recover your time!

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VJS Planning

Burlington CT, 06013
860-882-2879 rsikora@vjsplanning.com

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Let’s build the financial plan together!

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