Many of our clients are opting for virtual financial planning meetings. So, we created this brief video to share how they work.
We’ve found that video financial planning meetings offer convenience for both local Dallas-Fort Worth clients and those that may be further away. Some of our clients choose to have their meetings from work so they only have a brief time away from their responsibilities. Others enjoy doing them from home, and then we get to meet grandchildren, dogs, cats, and other family members, too.
We upload client documents in advance to their secure portal, and then we share them onscreen through Zoom. All zoom sessions are password protected and not recorded for security. To make your next financial planning session virtual, let us know.