Starting A Financial Planning Business

Starting A Financial Planning Business-31
Pay Pal also allows you to set up buttons for recurring payments.

Pay Pal also allows you to set up buttons for recurring payments.

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Write It Down: Develop processes and procedures so that as you grow you are also able to scale your practice. In addition, this will make your life much easier once you decide to hire an intern, Virtual Assistant or Para-Planner to join your firm. I also bought a Doxie Go, which is a portable scanner with wi-fi and a case so that it fits easily in my laptop bag. Cell Phone: I bought a new i Phone 5 for 1.81 and traded in my i Phone 4.

Grizzly Bear Financial Managers is a comprehensive financial planning service for the upper end of the Portland market.

Grizzly is a sole proprietorship owned by Meghan Malpraktus.

Start documenting and tracking things in your CRM so that others will understand your notes. I also pay about 5 a month for cell phone service and a data plan.

I also recommend having a standard “notes template” so that you documents notes in the same order for each client. You can get a discount on your cell phone plan through FPA.


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