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Financial Planning Service Professional Services Minnesota

My VA Solution by MyXee

Minnesota, USA

Verified Listing

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myxee@myvirtualassistantsolution.com
myvirtualassistantsolution.com

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Overview

myxee@myvirtualassistantsolution.com
myvirtualassistantsolution.com

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Hi Nyob Zoo, I’m MyXee, founder of My VA Solution. With over 15+ years of experience in the financial industry, I support independent advisors and small firms with reliable administrative, operational, and client service support.

I help streamline your operations and manage client-related tasks, allowing you to focus on relationships, growth, and delivering value to your clients.

I’m based in the Twin Cities and provide seamless remote support. If this aligns with your needs, I’d be happy to connect.

FAQ

What services do you offer?

I handle admin, operations, and client support tasks.

Can you customize support?

Absolutely. I tailor my assistance to fit your unique workflow and priorities.

How do we communicate?

We use email, phone, and tools for smooth collaboration.

How do you save me time?

By managing daily tasks, I free you to focus on clients and growth.

What industries do you serve?

I specialize in supporting independent wealth management advisors with services tailored to their unique business model.

What’s the onboarding process like?

I begin with a focused conversation to understand your needs, then seamlessly support your operations within your existing systems.

Services

Essential Support
I handle new client onboarding, manage document workflows, and keep client information—such as personal and beneficiary details—accurate and up to date. I also provide general administrative support, including scheduling and calendar management, to ensure your operations run smoothly and efficiently.
Advanced Account Management
I manage full-cycle onboarding by guiding clients through every step—from initial data collection to account activation—while coordinating with custodians, vendors, and internal teams to ensure a smooth process. I handle all client communications across phone, email, and text, and oversee account movements including ACAT transfers, rollovers, contributions, distributions, and RMDs. I also provide proactive account oversight and transfer monitoring to ensure everything is completed accurately and efficiently.
Strategic Growth & Engagement
I plan and execute monthly client engagement events focused on appreciation and outreach, while also coordinating strategic events that introduce clients’ family and friends to the advisor to support business growth. In addition, I participate in weekly strategic and operational meetings with firm leadership to ensure alignment, efficiency, and continuous improvement.
Service Packages
My services are customized to your firm’s specific workflows and priorities, ensuring seamless support that saves time, improves efficiency, and allows you to focus on growth.
15 hours per week/up to 65 hours per month
$1900
20 hours per week/up to 87 hours per month
$2500
30 hours per week/up to 130 hours per month
$3800
35 hours per week/up to 152 hours per month
$4600
What’s Included in Your Support Package
You’ll receive dedicated virtual assistant support focused on managing your day-to-day administrative and operational tasks, including client onboarding and account coordination. Each package is designed to be flexible and tailored to your business needs, ensuring consistent, reliable support as your operations grow.
How Pricing Works
All packages are offered as monthly retainers, based on the industry-standard average of 4.33 weeks per month. This provides consistent availability, reliable support, and flexibility to meet your business needs. Each package includes a set number of monthly hours, and any additional hours beyond your package are billed at an agreed-upon hourly rate.

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Opening Hours

SundayClosed
Monday 07:00 AM - 04:00 AM
Tuesday 07:00 AM - 04:00 AM
Wednesday 07:00 AM - 04:00 AM
Thursday 07:00 AM - 04:00 AM
FridayClosed
SaturdayClosed

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My VA Solution by MyXee

FAQ

What services do you offer?

Can you customize support?

How do we communicate?

How do you save me time?

What industries do you serve?

What’s the onboarding process like?

Services

Essential Support

Advanced Account Management

Strategic Growth & Engagement

Service Packages

15 hours per week/up to 65 hours per month

20 hours per week/up to 87 hours per month

30 hours per week/up to 130 hours per month

35 hours per week/up to 152 hours per month

What’s Included in Your Support Package

How Pricing Works

Add Review

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Opening Hours

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