Paraplanning Hawaii

Outsourcing business focused on paraplanning services for financial planners. Specifically, I handle the time-consuming and often tedious information gathering stages of the financial planning process. I help certified financial planners (CFPs) and other financial adivsors develop the client relationship, gather and organize detailed background data on a broad range of planning topics, review the information gathered, and then summarize the findngs in a report for the planner. Extensive topical knowledge, a deep tech stack, and attention to detail adds significant value to the planner-client relationship and sets Paraplanning Hawaii apart from other third-party outsourcing solutions.

Hours

Monday: 7:30AM - 4PM
Tuesday: 7:30AM - 4PM
Wednesday: 7:30AM - 4PM
Thursday: 7:30AM - 4PM
Friday: 7:30AM - 4PM
Saturday: ClosedSunday: Closed