top of page

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

2395 Lancaster Pike

Reading, PA 19607

P.O. Box 629

Douglassville, PA 19518

​

Office: (610) 628-2077

​​

  • Facebook Social Icon
  • LinkedIn Social Icon
Finra Broker Check link

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Financial Advisors and Good Life Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, CT, GA, MD, MO, NJ, and PA.

bottom of page