Technology has opened the doors to efficient long distance communication. These Green Meetings utilize the phone as well as web meeting software. I use GoToMeeting® which is a web conferencing solution that provides online communication such as the ability to show you what is on my computer screen or to be able to see what is on your screen depending upon the purpose of the meeting.
An online eMeeting allows us to work in an efficient manner no matter where either party is located effectively making the world a smaller place. I use this technology with all of my clients, including local clients when in person office meetings are either unnecessary or unavailable. With less travel time you can spend more time doing other activities that you enjoy. In addition, the reduction in driving has a positive effect on the environment. As a consumer this also opens up your choice of advisor since you are not limited to only local advisors.
Generally discovery consultation meetings are held in my office however "eConsultations" are an option if you are not in my local area or if traveling is inconvenient for you. The eConsultation is the same as a regular discovery consultation except that we use the phone and online meeting to discuss your responses to the Financial Life Checkup and to show you the tools Iuse in the delivery of financial planning and investment management services.
Contact me for additional information on eMeetings or eConsultations.
