An online Virtual eMeeting allows us to work in an efficient manner no matter where either party is located effectively making the world a smaller place. This technology is used for most client meetings, 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 opens up your choice to select your advisor based on who you believe is the most competent and right fit for you while not being limited by geography to only local advisors.
Generally Discovery Consultations are held in the Woodbridge NJ office however Virtual Discovery "eConsultations" are an option if you are not in the Central New Jersey local area or if traveling is inconvenient for you. The Discovery 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 used in the delivery of financial planning and investment management services.