Virtual Planning

Join us for a virtual financial planning session.

Sharon Weaver, CFP®, AWMA® has extensive experience offering personalized financial advice via technology, when it's the preferred choice.

For years, our clients have enjoyed the option of Virtual Financial Planning sessions. Depending on the need, we use Zoom, Teams or Skype when we want the conversation to have more of a personal feel than a phone call, or meeting in person isn't possible.

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.

Schedule a time to see how just easy it can be.