We're prepared to maintain a high level of service even when we can't be together in person:
> You can become a client of ours completely online or over the phone.
> Most paperwork can be filled out online.
> You can view your accounts online.
> We're always only a phone call or email away.
> We have video chat / screen sharing capability.
> We have a secure online file sharing solution for when you need to send us confidential documents.
As a quick financial check-in during these crazy times, we put together this short questionnaire. Your answers will be sent securely to us and then we'll respond with some helpful information.