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With the great software that is out there today meetings can be run very efficiently from anywhere in the world. There are many benefits to meeting virtually including:

  • Saves Time. People are busier than ever. Having the luxury of meeting virtually save you time in commuting, printing documents to bring etc. Ideal for families with active children or traveling professionals.
  • Saves money – Avoid commuting costs, parking and other fees.
  • We can meet from wherever you are in the world
  • Opens up the possibility of who you can work with. It doesn’t matter if you live in a remote area or even in a big city, you can now look outside the 20-mile radius of your home to find an advisor you like working with.
  • All you need is an internet connection – We utilize financial planning software that allows you to access and update your plan at any time as well as software platforms like Zoom for virtual meetings.
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