I'm going virtual.. join me.

What is a virtual meeting?

Virtual meetings allow a group of two or more people to collaborate together online easily and effectively using video and screen-sharing technology. Virtual meetings have the following advantages:

  • Location independent-- each person can "meet" from anywhere with a computer and an internet connection.
  • Convenient-- connect from your home or office, on your lunch hour or between business meetings.
  • Your own domain-- each person sets the environment that is most comfortable for them.
  • Saves time and money-- no gas, no driving, no traffic or construction delays.

Book a virtual meeting

Can virtual replace face-to-face?

Today's videoconferencing technology utilizes high-definition video to allow for a similar to in-person meeting experience.

In fact, the experience is better in many ways because:

  • Each person prepares their own meeting environment, so there is no "turning your chair" to squint at a TV screen, and no fumbling around to try to take notes in an office that you are unfamiliar with.

  • Since you join the meeting from your own computer, everything that is shared shows up perfectly as it would if you were presenting or organizing the information yourself. Perfect font size, ideal screen settings, comfortable experience because it's your computer.

Many of my clients report greater understanding and recall of concepts and information from virtual meetings over in-person meetings.

What is prompting this move to virtual meetings?

I advise all clients to "try on" their retirement. In other words, if you have an idea in mind of what you think your retirement will look like, give it a try before you commit. If you think it would be cool to live in Europe, take a trip there first. If you think camping in every national park sounds awesome, try it in one first.

My idea of retirement is continuing to do the work I love for as long as I'm able to do so. But I'd like to do it somewhere cooler. And I might like to do it in different places at different times. Virtual meetings allow that. So I'm trying it out.

I've never met you; can I meet you before we work together?

Certainly. If we've never collaborated together, grab a virtual meeting time on my calendar and after our initial conversation, if you select me as your financial planner I'll thoroughly enjoy getting together with you for a meet and greet.

If virtual meetings are a deal-breaker for you, contact me.