More Efficient and Effective Meetings - Our financial planning meetings will be more efficient and effective if we meet using modern-day videoconferencing technology such as Zoom. We’ll get a lot more done in a lot less time because we have the ability to share screens and easily view your accounts together. We can access your company 401(k) and make the adjustments on the spot. Do you need to review your stock options or RSU vesting schedule? We can quickly log in together to review your company equity package and make a plan for your vesting equity. When you meet with us virtually there’s an increased emphasis in taking care of everything on the spot, which transforms your financial planning session into a financial doing session.
Save Time - No more sitting in traffic or looking for parking. We’re guessing you’d rather be spending that time with your family, getting a workout in, or simply relaxing anyway.
Save Money - Unfortunately, time isn’t the only precious resource you’re wasting by meeting in person. You’re also wasting your money. No need to pay for fuel, parking or public transportation if we meet remotely.
Save the Environment - Ditching the commute means you’re doing your part to help reduce strain on the planet.