Virtual Meetings

Since the beginning of the pandemic, we have been offering virtual meetings. Here are a few reasons people prefer them.


  • They’re far more efficient.
  • Saves drive time.
  • Easier to schedule – reduces the effort of scheduling your life around a meeting.                                                                                                                                                           


  • Allows family members whose careers need more flexibility and those with disabilities or compromised immune systems.
  • Easier to include financial advisors, CPAs, or other trusted advisors.


  • Minimizes Covid/other illness exposure.
  • Avoids travel in inclement winter weather.


  • Flexibility allows workday meetings.
  • Saves gas and out of office time.