{"id":1023,"date":"2013-10-14T16:57:22","date_gmt":"2013-10-14T16:57:22","guid":{"rendered":"http:\/\/vhfinancialmanagement.com\/?p=1023"},"modified":"2013-10-14T16:59:10","modified_gmt":"2013-10-14T16:59:10","slug":"guest-post-from-kathy-watkins-what-i-do","status":"publish","type":"post","link":"https:\/\/vhfinancialmanagement.com\/2013\/10\/14\/guest-post-from-kathy-watkins-what-i-do","title":{"rendered":"Guest Post from Kathy Watkins: What I do!"},"content":{"rendered":"
Tweet<\/a><\/div>\n

I have been meaning to write a post outlining the role and the benefits that my virtual assistant, Kathy Watkins, brings to my practice and, most importantly, to my clients. But rather than writing it myself, I decided to ask Kathy to tackle this topic. So, today\u2019s post is a guest post from Kathy\u2026.who by the way, is a real asset to my practice and to my clients!<\/p>\n

Kathy Watkins: What I do!<\/h2>\n

I’ve already had the pleasure of communicating with many of you by phone and\/or email over the past several months. And believe me, I do get that what I consider \u201ccommunicating,\u201d some of you may consider nagging<\/i>, since I\u2019m usually pestering you to send in documents of one kind or another.<\/p>\n

I do all my pestering from my home office in Chicago, the city where I was born and raised. I also have southern ties via my mom (North Carolina) and dad (Alabama). I\u2019ve been working with fee-only financial advisors as a Virtual Paraplanner for several years. I was certified as a Virtual Paraplanner by the Alliance of Cambridge Advisors and as a Registered ParaplannerSM<\/sup> by the College for Financial Planning.<\/p>\n

As a paraplanner, I bridge the gap between a financial planner and an administrative assistant. I support Troy by handling tasks that are beyond the scope of a traditional administrative support person, so that he can focus on addressing your specific financial planning goals, questions and concerns.<\/p>\n

My responsibilities include (but aren\u2019t limited to):<\/p>\n