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#1 (permalink)   02-03-2009 McCaul Assistance Contributing Member Company name: McCaul Assistance Direct   Join Date: Oct 2008 Location: Bucks County, Pennsylvani Posts: 238 Financial Planner Hi - A neighbor of mine just asked me if I'd be interested in working part time for her cousin who is a financial planner. Do any of you work virtually with a financial planner? When I talk to him, I'd like to present my virtual services. Thank you for your input! __________________ Lori :daisy:

#2 (permalink)   02-22-2009 kkaiser Contributing Member Company name: Backstage Virtual Assistant BVA Bulletin: Does Your Business Collect Sales Tax?   Join Date: Dec 2008 Location: Rochester, NY Posts: 151 Blog Entries: 1 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