Virtual Financial Advising Process

Have you even wondered how you would work with an advisor in another state? We have a few clients out of state that take advantage of our process and find it is just as personal as face to face meetings. We use Skype & Zoom for our 'screen to screen' meetings. We have formulated this process over the last few years to make sure it feels just as personal as sitting in front of us with the convenience of sitting at home.