How Virtual Financial Planning Gives You More Freedom and Flexibility - Moniker 1/6
Discussing virtual financial planning at Bench Lakes in the Sawtooth Wilderness
While snowshoeing through the Sawtooth Wilderness, I recorded this first episode on how we do financial planning differently. Watch the video here.
Meeting at Bench Lakes in the Sawtooths
This is one of the Bench Lakes in the Sawtooth Wilderness, about five and a half miles in today on snowshoes. It's beautiful—and I'm all alone out here.
Financial Planning Done Differently
Zoom Meetings From Anywhere
The first thing I want to bring up for you is that the way I meet with people is different than the standard. I live in Pocatello, Idaho, when I'm not here. And you most likely don't—but that doesn't matter. I meet with just about everybody virtually, almost all of my meetings are done through Zoom.
You can be wherever you're at, and I can be wherever I'm at—and that's not a problem.
No Need to Dress Up or Drive Across Town
Another benefit to that is you don't have to worry about getting spiffy-ed up to go into an office. I've met with a client in their bathrobe. It all works on Zoom, as I think we all know here in the pandemic.
You don't have to drive across town. You don't have to take your time to do that.
A Flexible Schedule That Works for You
Lastly, I have a variable schedule. You've probably got a job. You might have kids at home. And it's tough to work in a financial planning meeting.
I've got the same situation. I've got my kids every other week. I like to go in the mountains during the week when everybody else isn't there. Do some work on the weekends and at night.
So if you hit up my calendar on my website, you can find a time that's convenient for you—whether it's during the day, or at night, or on a weekday, or on a weekend. I've got some of everything available.
Meeting is not a problem. We do it wherever you're at and wherever I'm at.
And that's financial planning done differently.
Want help creating your financial plan? Let’s talk.