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.