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What is it like to Work with a Virtual Financial Planner?

Financial planning services are provided in secure, on-line channels such as WebEx and Zoom. By incorporating advanced and secure online financial planning, I can bring financial planning to anywhere you are. If you have a smart phone, computer, or tablet along with reliable internet access, we can meet.

  • You do not have to drive to my office and deal with traffic. 

  • If you have children, you no longer need to worry about finding childcare. Your children can be playing by your feet while we are meeting (most phones and laptops have noise cancelation).

  • You can eat your lunch and meet with me while you are at work. This gives you more free time for when you are done for the day.

  • If there is bad weather, I am still open.

  • Working virtually can reduce or eliminate the need to use paper. With secure document storage, we can share information without the hassle of printing documents. Who likes fixing printer jams and replacing ink and toner anyway?

  • Most importantly, I am accessible to you. This can increase the turnaround time for you to get answers to your most important questions.

Advantages of Working with a Virtual Financial Planner

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