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Old 02-22-2009
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kkaiser kkaiser is offline
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Company name: Backstage Virtual Assistant
 
Join Date: Dec 2008
Location: Rochester, NY
Posts: 151
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Default Re: Financial Planner
I am a registered Paraplanner and have worked with a CFP for 6 years. I have approached him about working more at home but he has a hard time with letting things out of the office and does not understand the virtual concept that well. I am pursuing a VA career in bookkeeping/tax prep, and even working with other planners. I would love to hear the seasoned VA's comments on this.
~~Kim
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