FVA Team Package


Get immediate help with your most pressing tasks.

Are you desperately in need of help?

Is your never-ending paperwork creating a roadblock to the success of your practice?

Are you so behind that you can’t see a light at the end of the tunnel?

We can provide Financial Virtual Assistance to you and your team!

We can either…

  • Fill the gap while you’re searching for that perfect VA.
  • Become a long-term solution for your business.
Task attack

In just 4 weeks, our team will help you:

  • be ready to start working with FVA Team to process your applications so you can get your time back and spend more time with potential clients
  • be in a position to successfully onboard a virtual/in-house assistant even though you’ve never worked with one before
  • streamline your processes and procedures so your assistant can support you

Now, you can really focus on growing your business!

Team Package Includes:

  • Initial Business Assessment
  • Set up email management system
  • Set up and organize file system
  • Set up and integrate calendar and Zoom
  • Set up integration and payment tools
  • Set up your project management system
  • Set up tasks to onboard / offboard your VA
  • Receive application process template
  • Start your online business manual
  • Coaching call with Julie Ann
  • Define Mission/Vision/Goals
  • Create onboarding videos for your application process (up to 3 companies)
  • Summary Call
  • Opportunity to work with one of our team members
  • BONUS: Financial VA – successfully working with your VA

Why Our Team?

Not only are we a highly experienced and efficient team of VAs, but we’ve also trained dozens of Financial Advisor/VA teams.

In other words… We do it so well that we can teach it!

We know how to prioritize and manage multiple projects at once. We’re technically trained and certified to work specifically with Financial Advisors. In addition, our industry knowledge and ongoing education keeps us on the cutting edge with strategies and ideas.

A La Carte Services

Financial VA

Helping you streamline your day-to-day business operations so you have more time to meet, teach, learn, stabilize, and grow your business.

Individual coaching with Julie Ann

Julie Ann will help you determine the steps you need to take to move your advisor business forward, including her hacks to step up efficiencies.

Prior to Hire Setup

Set up the business systems that you’ll need to scale your business before you hire your virtual assistant.