Online CERTIFIED FINANCIAL PLANNER®
Working With an Online CERTIFIED FINANCIAL PLANNER®
Can Save You Time & Money
We leverage technology to meet with you, conducting business virtually anywhere, saving you time!
We have found that meeting with clients online, in a virtual manner, has made working together more efficient, enjoyable and productive. In order to better accommodate your busy and ever changing schedule, we make it easier and more efficient to work with us through initial and ongoing online financial planning meetings in a virtual business manner.
We are happy to meet you in person, however we also understand the time constraints you may be are under and have found that conducting our meetings in a virtual manner can have a huge positive impact. It is a great way to maintain a personal connection while getting to the point and making things happen.
Leveraging technology we conduct online financial planning meetings where we can "see & hear" each other as if we were in the same room.
Whether we are viewing financial documents on a shared computer screen, completing paperwork in a paperless environment, or meeting for the first time we embrace technology to improve and simplify the financial planning experience, making it enjoyable and productive.
Check out our blog, The Online Financial Advisor, to learn more about online financial planning and if it is right for you.