Planning Within Your Comfort Zone
Yes, we were doing Virtual Planning with clients around the country before COVID started and were therefore uniquely situated to move to a virtual practice when the world was seemingly falling apart!
You might ask why we use a Virtual Planning approach. A lot of young families, young people moving a million miles a minute…our clients want to be able to meet when it’s comfortable, convenient without lugging down to our office in NYC.
With our Virtual Planning process, the client portal becomes the “office”, all paperwork and action steps are done completely online using digital tools like Zoom, Docusign and others.
Save time, money and the frustration of making your way through midtown rush hour traffic.
Connect with our team from anywhere! Whether you're a west coast native or taking an extended hiatus from the NYC area we will continue planning for your future.
Frequently Asked Questions:
How long have you been planning with clients virtually?
We've listened carefully to the needs of our clients. 5 years ago we began steps to becoming virtual planners. While back then planning virtually was practically unheard of, we began working with a select group of people across the country who wanted to plan with us.
What tools and technology do I need to become a Virtual Client?
We recommend having a device, such as an iPad or laptop that has a screen large enough to view the presentations and documents we will review during our meetings. Beyond that, having a webcam, whether the camera on your iPad, laptop or phone, will work perfectly.
What online program do you use to meet virtually?
We use Zoom meetings. We have tested many different programs over the years and find Zoom to be the most user-friendly and seamless experience for us and our clients.
Virtual Planning is new to me, what will I miss out on by not coming to your Park Avenue office?
Other than enjoying a hot cup of coffee prepared by a member of my team, and the opportunity to slip a few of our awesome Drucker Wealth stylus pens in your pocket, you will have the exact same experience virtually than you would if we met in person.