Ways I can meet with you.

How We Work Together | Financial Planning | Prudent Wealth

Tech Savvy

I can meet with you via Zoom. I share all documents via the screen. This way is great if you love technology and want to avoid any travel time. After the meeting I can email you any follow up documents.

How We Work Together | Financial Planning | Prudent Wealth

Dual Location meeting

I can meet over the phone. I have paper copies of all documents, that are numbered for easy reference. This way is great if you want to meet with me in your pajamas. After the meeting, I can email you any follow up documents.

How We Work Together | Financial Planning | Prudent Wealth

Traditional

I can meet with you, in person, in my office in Fort Collins, CO. This way is great if you want to see me face to face. I can write on the white board for any needed explanations.

 

 


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