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!

On 2 April, I celebrated my 72nd birthday. It was a joyful day with my wife and daughters spent at our rustic New England home overlooking a pond.