What Can I Expect If I Work With A Financial Advisor Remotely?
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WHAT CAN I EXPECT IF I WORK WITH A FINANCIAL ADVISOR REMOTELY?
How will we communicate?
Most likely you will frequently correspond via email. Meetings with your advisor may be conducted via GoToMeeting, Skype or telephone.
How responsive should my advisor be?
The advisor should return emails and phone calls within 24 hours.
How will my financial information be kept secure?
There will be many occasions when secure information, such as account statements, personal data and financial projections must be delivered to you or your advisor. Make sure your advisor has a secure (encrypted) method to convey sensitive information of this kind.
What if I live in a different state from my advisor?
The advisor should be familiar with your state income and estate tax laws.