Virtual Meetings

In the new normal, virtual meetings are now normal.  I have worked virtually over the years with some clients and I am happy to do so.   

The process is the same.  An introductory virtual meeting which has no fee. 

If we agree to work together, I send you a Client Agreement along with Financial Planning Questionnaire.  Upon receipt of both the Agreement and Questionnaire, we begin the planning process which includes a combination of me sending you information, analysis, and recommendations based on your objectives.  We will have a minimum of one virtual planning meeting, however sometimes it more effective and efficient to have several virtual meetings.  

To start the process, please contact me today.