with video chat & screen share technology,
distance is no obstacle to working with a virtual fiduciary & fee-based advisor
Technology is changing the world, and we’re taking full advantage of it as virtual financial advisors.
Communicating quickly and scheduling meetings has never been easier, so you can rest assured that you’ll get your questions answered and your problems taken care of in a timely manner.
Plus, going virtual allows us to meet with you no matter where you are—whether you’re moving to a new state or just going on an extended vacation.
FaceTime, Skype, Zoom...
If you’re looking for a virtual financial advisor who can literally meet you where you’re at, you’ve come to the right place.
What Do Virtual Financial Advisors Do?
A virtual financial advisor does all the same things that traditional financial advisors do—they just do it online!
We still have face-to-face meetings with our clients. The only difference is that we’re sitting at our desks in Coeur d’Alene, Idaho, and you’re sitting at yours—wherever you are!
As virtual financial advisors, we’re able to provide you with an even higher level of service because we can meet with you whether you’re in between meetings at the office, enjoying a relaxing day at home, or vacationing in the Bahamas. Changing out of your sweatpants is totally optional!
What Are the Benefits of Virtual Financial Planning?
The capabilities of virtual financial planning are limitless—and we believe the outcomes are actually better for our clients.
While some may lament the “loss” of the personal touch that comes from sitting across the physical table from each other, we actually believe that virtual financial advisors can develop more intimate relationships with their clients.
There are a few reasons for this:
- People naturally feel more comfortable in their own homes, so conversations flow easily, especially when discussing sensitive topics.
- Meetings are easier to schedule, so we can meet with clients more often.
- Virtual meetings don’t require you to leave work, hire childcare, or commute— saving you valuable time and money (not to mention stress!)
- You don’t have to switch financial advisors if you move to a new city (as so many of us do these days). You can maintain your relationship with your advisor no matter where you live.
Of course, we understand that some clients simply prefer to meet in person, and that’s perfectly fine with us!
Our local clients are always welcome to visit us in our Couer d’Alene office. In some cases, we even make special trips to visit our clients who live in different cities and states.
How We Communicate With Clients
as a Virtual Wealth Management Firm
For face-to-face meetings, we use Zoom and Google Meet as our primary video conferencing tools.
We discuss your big questions and goals during virtual face-to-face meetings.
We also deliver strategy recommendations and discuss major updates and changes to your financial plan during our face-to-face virtual meetings
You’re able to share your screen as well!
If you have specific questions about an account outside our management—such as an employer-held 401(k) or pension options—you can share your screen with us, too.
We can review your questions in real time and walk you through any steps that need to be taken to solve the problem.
To create your financial plan, we use MoneyGuidePro®, the most popular software for financial advisors.
MoneyGuidePro® helps us simplify and visualize the complexities of your financial life so we can develop clear plans and strategies to move you forward.
During our meetings, we use screen-sharing capabilities so we’re all looking at the same plan and reviewing the same scenarios.
For smaller questions, we typically communicate via phone or email.
Depending on your preference, we can chat by phone call or through email to take care of housekeeping and account maintenance tasks.
If any of your questions are too big or involved for a quick phone call or email, we’ll simply schedule a virtual meeting—it’s as easy as that!
Reach Us
We will respond to you within 24 hours.
Five Pine Wealth Management
250 NW Blvd, Suite 111, Coeur d’Alene, ID 83814
877.333.1015
info@fivepinewealth.com