Join us for a virtual financial planning session.
For years, our clients have enjoyed Virtual Financial Planning sessions using Join.me.
We have incorporated Zoom and Skype for more of a "face-to-face" feel while social distancing. Click here to set up a call or virtual meeting.
Each of our clients receives comprehensive and objective guidance throughout the year. This allows us to work closely with clients across the US, creating an achievable vision with realistic goals for financial success. We are your second set of eyes and view your total financial picture from an unbiased perspective to keep you financially organized and aware.
Sharon Weaver, CFP®, AWMA® & Jared Wood have extensive experience offering personalized financial advice via technology, and we look forward to conducting meetings in person soon! In the meantime, we enjoy connecting with our clients digitally and helping them with their financial needs.