We strive for our virtual experience to feel as welcoming as an office used to. Although we can’t offer coffee and tea anymore, we encourage having whatever you need to feel comfortable and secure in your own environment. We use Box for online document uploading and Zoom for meetings. With Zoom screen sharing we can both see documents and financial plans real-time without sharing credentials. If anyone needs a practice run with Zoom beforehand, we offer that, too.
Clients receive an online folder, document checklist and questionnaire which allows for easy secure uploading of documents. We use email encryption to share sensitive information. Clients who engage with financial planning software receive their own credentials to that software.