With so much changing every day, we understand that our clients have a lot going on right now.
In addition to our regular client calls and virtual meetings, we're going to start scheduling 10 minute video update calls. During these updates, we'll summarize your returns to date, cover your financial plan and answer any questions.
In the coming weeks, we'll send out invitations with more information to our clients. If you are interested, be sure to keep an eye out for this email and sign up!
