We are a virtual financial services firm. We communicate with our clients via email, phone, and live video (such as FaceTime and Skype).
We leverage technology to provide our services.
We will use a secure link unique to each client to share information with our clients and for our clients to share information with us.
All information will remain confidential.
We will provide an engagement agreement that outlines the agreed upon terms of services to be provided and payment agreement.
Once the engagement agreement is signed, we will provide you with the next steps.
Meetings will be scheduled as needed.