1. Advisor Submission
Adviser Submission – via our secure portal or via email.
2. Due Date Assigned
Due Date assigned and quote is produced for adviser approval within 24 hours of request being received by our office.
3. Advisor Approval
Paraplanner makes contact with adviser within 24 hours of quote being approved.
5. Cash Flow Projections
Paraplanner produces cashflow projections within 3 working days to present to adviser for approval (if requested).
Plan is produced and delivered within 5 working days.