As Financial Planners, we have been well trained to help our clients navigate the so-called 'black swan' events of our time. Here I want to address the life planning issues impacted by these events that might be less familiar. 

When a client meets with a Financial Planner they want to feel that their life is special.

The pandemic has forced many of us to turn to online platforms for hosting client engagements. Meetings that may have begun with the adviser greeting their client with a handshake or perhaps a hug, offering them a cup of tea, and leading them into a welcoming setting with comfortable seating and good lighting are no longer possible.

Is it possible to do Life Planning online and from home? Definitely, yes!