On-Line Meetings/Virtual Financial Advisor

How valuable is your time? On-line meetings or a virtual financial advisor can be a great alternative when face to face meetings aren’t convenient.

In the video we’ll show you two things. First, how to connect to our computer, and then some of the things we can do once we are connected.

To connect we’ll send you an e-mail with a link to our computer an hour or two before our scheduled meeting. Open the e-mail and click on the link. If this is our first on-line meeting you will be asked to download a small program from “GoToMyPc”.

Once we’re connected we can do any number of things. We can review and make changes to your plan. You may have a question about a new purchase, such as a car or a new home, or maybe downsizing a home or selling a business. We can review your investments and look at your statements, and we can even compare GIC rates. There are a number of things we can do on line.

Again, the on-line meeting is not meant to replace all face to face meetings. It is meant to be a good alternative when a face to face meeting is not convenient.