Task Attack

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.

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.

Your Next Steps


Schedule a free consultation call
with Mimi Klosterman to determine your top 1-3 tasks that need to be outsourced as soon as possible.