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When was the last time you gave your financial wardrobe a good hard look? Is it in order? Do you know? Maybe you do, maybe you don't, but whatever the case may be, now's a better time than any to partner with a Virtual Assistant to get this area of your life in balance.
Although a Virtual Assistant is not a financial planner or wealth management consultant, she can be very instrumental in getting your financial wardrobe in order. She can assist you in evaluating your financial wardrobe and support you in reaching your financial goals.
Here's 10 Ways a Virtual Assistant (VA) Can Help Get Your Financial Wardrobe In Order:
- Written Will
If you do not have one, have your VA work with you on this piece. Once your Will is in place, she can also keep it updated based on your input.
- Retirement Plan
If you are not contributing to a retirement plan, have your VA research your available options based on your financial goals. If you ARE contributing to a retirement plan, do you know exactly where the money is going (ex. growth mutual fund, money market fund, etc.)? If you're not sure, let your VA do the research and find out for you.
- Beneficiaries for Retirement Accounts & Insurance Polices
Have you designated beneficiaries for your retirement accounts and insurance policies? Do you know who the beneficiaries are and do they know who they are? Get your list of beneficiaries to your VA and let her handle all the paperwork and notifications with you only needing to sign your signature where necessary.
- Insurance
You should have adequate insurance for yourself, your business, and your belongings. If not, let your VA research your available options based on your financial goals.
- Short, Medium & Long-Term Financial Goals
Your short, medium, and long-term financial goals should be written down and posted where you can see them. If they aren't, have your VA type them for you and all you have to do is post them where you'll see them on a daily basis.
- Financial Records
Are your financial records organized? If not, please have your VA take care of organizing them for you. You'll be glad you did!
- Net Worth
Have you calculated your net worth in the last 12 months? Your VA can handle this for you; especially if she already keeps your books.
- Retirement Income
Let your VA determine how much income you will need at retirement based on your financial goals.
- Working Budget
Always maintain a working budget. Work with your VA to get this down on paper. How can you achieve your financial goals without maintaining a working budget?
- Social Security Retirement Benefits
Have you submitted a request for an earning/benefits statement forecasting your Social Security benefits at retirement? If not, have your VA mail the request and obtain the information for you.
Remember, VAs work proactively. They really want to know you, your business, your customers, and they really want to be deeply involved with your success. So, working with a VA to get your financial wardrobe in order is right in line with her helping you to reach your business, professional, and personal goals.
With a VA handling all the necessary paperwork, your financial wardrobe will always be only a glimpse away!
Copyright 2007 Portable Hands.com. All rights reserved.
If you want to use this article on your web site or in your own ezine, here's what you must include: Katrina Chesney, the Virtual Office Management Expert, is founder of Portable Hands.com ~ Virtual Office Management At Your Fingertips! Smart business people find success with Virtual Assistance from Portable Hands.com. Get more done...in less time...at a fraction of the cost! www.portablehands.com
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The VA Podium - Virtual Assistance Live!
Businesses and professionals from across the globe have joined forces with Katrina Chesney, owner of Portable Hands.com, to provide monthly programs, resources, and support to business leaders and owners.
This collaborative project has given birth to The VA Podium - Virtual Assistance Live, a virtual podium that allows visitors to fully immerse themselves in the art of Virtual Assistance while being empowered to business success!
April 07 Program: Virtual Assistance - An Inside View - Listen Now!
  
Guest Speakers (l-r)
Katrina Chesney
Lisa Hanna
Kathy Anderson
Katrina Chesney provides Virtual Assistance helping busy clients get more done...in less time...at a fraction of the cost. As a degreed computer programmer, certified microcomputer specialist, and with over 10 years experience as an Executive Assistant, Katrina's unique background adds a true WOW factor to all of her VA partnerships. As President of Portable Hands.com, she provides both administrative and technical support services allowing her clients to keep their business, professional and personal lives moving forward!
Katrina founded The VA Podium, a virtual podium that provides monthly programs, resources, and support for business leaders and professionals across the globe. She also provides customized seminars educating companies, professional organizations and groups about Virtual Assistance.
Owner of Your Dream Virtual Assistant, Lisa Hanna is a seasoned Executive Assistant with over 30 years of experience. She has worked with top, high profile executives in major American companies in the market research, advertising, and branding/corporate identity fields.
As a Virtual Assistant, Lisa provides traditional executive administrative support. Equipped with a strong belief in giving extra value just because she chooses to, she provides the most productive working relationship for each of her clients. With the support of Lisa (Your Dream Virtual Assistant), you can live the life you've always imagined!
Kathy Anderson, the founder/owner of CyberAssist, Inc., brings experience to her clients from several disciplines. A former teacher, YWCA department director, sales representative, seminar & training manager, and administrative assistant to a corporate IT department, Kathy began her Virtual Assistance practice after being down-sized in early 2003. CyberAssist, Inc. is in its fourth year of operation and serves a variety of clients around the Atlanta area, across the US and Europe with personal and business services. Her clients are able to more closely concentrate on the revenue generating part of their business, knowing that the daily details are being taken care of professionally and efficiently.
Utilizing the executive administrative services of Kathy and CyberAssist, Inc. allows the busy entrepreneur and small business owner the time to expand business and spend more quality time with family and friends.
March 07 Program: Legacy of Leadership - Listen Now!
 Guest Speaker
Beverly Inman-Ebel
CEO of TLC
Speaker & Author
Talk Listen Communicate
Beverly provides one-on-one coaching and delivers speeches to Fortune 500 companies & women's organizations around the globe. She's delivered speeches to thousands of people in places such as Libya, Ireland & Egypt.
She has been featured in The Wall Street Journal, Glamour, Time, USA Today and Success, and has appeared on ABC's World News Tonight.
The author of several books, Beverly has over 500 articles published nationally.
She also offers seminars, workbooks, DVDs, and online courses to help leaders become better communicators.
Feb. 07 Program: How To Hire A Virtual Assistant - Listen Now!
 Guest Speaker
Danielle Keister
Virtual Assistant
The Relief Virtual Assistance
Danielle Keister is a Virtual Assistant, industry leader and authority on the Virtual Assistance profession. As principal of The Relief Virtual Assistance, Danielle has been providing expert administrative support services since 1997. Working collaboratively with independent professionals in the legal, consulting and public relations fields, she helps clients gain time, increase efficiency, and make more money by taking on their administrative burdens and helping instill strong administrative
foundations in their businesses.
As an industry leader and veteran Virtual Assistant, Danielle founded the Virtual Assistance Chamber of Commerce, a professional association dedicated to helping Virtual Assistants grow smarter, more successful businesses, and providing business owners with free tools and resources to connect with qualified Virtual Assistant professionals.
Jan. 07 Program: Relying On Intuition To Empower Your Business - Listen Now!
 Guest Speaker
Janice Holman
Professional Success Coach
Charted Courses
Janice Holman is a typical baby-boomer. She went off to college convinced that it was the first step on the road to the American Dream. She kept walking that path - the professional climbing the corporate ladder - sure that it was the fastest way to happiness & wealth. However, after 30 years, she had to face the fact that she was neither happy nor wealthy. She just knew there had to be a better way and so she set out to find it.
Janice is not really sure if she found coaching or if coaching found her, but as soon as she was
exposed to it, she knew it was what she was looking for. She enrolled at CoachU, one of the premier Coach training schools in the U.S., where she still takes advanced classes, and began the journey she was born to take. Her practice, Charted Courses Coaching, is dedicated to teaching her clients how to use their intuition to create an extraordinary life filled with passion and possibility.
Every month new programs, resources, and support are available at The VA Podium. Take out a free subscription and never miss a single episode!
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