What Can I Expect If I Work With A Financial Advisor Remotely?

WHAT CAN I EXPECT IF I WORK WITH A FINANCIAL ADVISOR REMOTELY?

  1. How will we communicate?
    • Most likely you will frequently correspond via email. Meetings with your advisor may be conducted via GoToMeeting, Skype or telephone.
  2. How responsive should my advisor be?
    • The advisor should return emails and phone calls within 24 hours.
  3. 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.
  4. What if I live in a different state from my advisor?
    • The advisor should be familiar with your state income and estate tax laws.