I provide Para Planning services to small and medium sized Financial Planning and Financial Advisor firms. I assist Planners and Advisors with administrative tasks related to financial planning and presentations for current and potential clients. I am proficient in Money Guide Pro and can build financial plans within the software program. I am also proficient with Mind Jet and can create comprehensive mind mapping documents to make impactful visual presentations to Clients. Each firm has different needs; I work with Financial Planners/Advisors to customize services according to their needs. Please contact me to discuss how I can help you