WE ARE A VIRTUAL FINANCIAL PLANNING & WEALTH MANAGEMENT FIRM

Our Firm Being Virtual Opens Us Up To Working With Anyone, Anywhere.  There Are No More Barriers For Us.  That provides A Lot Of Freedom Not Only For Us, But For Our Clients & Prospective Clients.  

Being A Virtual Wealth Management Firm Means Our Clients Can Be Anywhere In The World, Too.  They're No Longer Limited To Working With Someone Based Solely On The Fact That Two Parties Are Present In The Same Town.  Our Clients Get To Choose The Absolute Best Financial Planner For Them, Based On What The Professional Can Provide, And Not Based On Where Everyone Happens To Be On A Map.

Our Clients Can Still Live In The Same Town As We Do.  They Can Still Live Within An Hour Or So Of A Face To Face Meeting.  Also, Our Clients Still Work Virtually With Us, Having A More Convenient Option Provided For Them.  

We Learned When You Force Clients To Meet In Person 100% Of The Time Is A Big Time Commitment.  They Might Have To Take Off Work, Find A Babysitter.  Then They Have To Get To Your Office,  And Deal With Traffic & Parking.  

A One Hour Meeting Becomes a Three Hour Ordeal For Those Who Work, Have Families, Or Need To Attend To Other Responsibilities.  Hosting Virtual Meetings Saves Time And Stress, And Provides A Better Experience For Our Clients.