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 got back from a walk and now I'm pouring a glass of red wine!” We all got a good laugh.
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
Spouses can participate from different locations
Avoid sitting in traffice
Stay healthy and avoid being exposed to Covid-19
More flexible meeting times
Share documents securely online so you don't have to print them.
Prefer to meet in person? We have locations in Richmond and Williamsburg, VA.
351 McLaws Circle
Williamsburg, Va 23185
4870 Sadler Road
Glen Allen, VA 23060
1765 Greensboro Station Place
Tower 1, Suite 900
McLean, VA 22102