Ways we can meet with you.

How We Work Together | Financial Planning | Prudent Wealth

Traditional

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

How We Work Together | Financial Planning | Prudent Wealth

Dual Location meeting

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

How We Work Together | Financial Planning | Prudent Wealth

Tech Savvy

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

 

 


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