CONNECT WITH US
We meet with clients across the country by using web-based technology where you can view our computer screen. Upon starting one meeting, we asked our client how she was doing. She replied, “Great! I just put my feet up and poured a glass of wine." I told her I was jealous.
When working remotely you can discuss your finances in a relaxed environment, from the comfort of your home or office.
Benefits of working remotely with a Financial Planner
❊ Meet from the comfort of your home or office ❊ Flexible Meeting Times
❊ Spouses can participate from different locations ❊ Secure Online Document Sharing
❊ Skip sitting in traffic ❊ Avoid trying to find parking or getting directions
Click below to launch a web call with Michael
