Virtual Financial Advisor: Can it work? (Hint: Yes)

Hiring a virtual financial planner and the benefits of virtual financial services

When you picture meeting with you financial advisor, what do you see?

There used to be one picture that came to mind – a conference room, a whiteboard, a man in a suit. But today your vision can, and should, vary. While meeting in person is preferential, or even necessary, it is not your only option. A virtual financial planner can be just as effective, and may come with some added benefits.

Your virtual financial advisor works remotely, which means they have to be connected most of the time. An advisor who is connected and works virtually is often more responsive and quick to respond to your questions. She is never “out of the office” for long periods of time and will respond during typically off hours: nights, weekends, while on vacation, etc.

Working with a virtual financial advisor can also save time and money. There are less overhead costs for you and your advisor. There is no need to schedule a meeting, take time off work, and drive to your advisor’s office. This will save both of you time and reduce the need for office space, which can translate in to cost savings for you as the client. You wont get nickle and dimes for every question you ask. It’s all factored in to your cost. Your virtual financial planner serves his clients best by being connected and responding promptly.

Also, because he’ll work creatively to make sure he can connect with clients all over the country, his toolbox is vast. At Curio we don’t limit ourselves to one mode of communication, and neither should you. We know that clients are also on the go; many travel for work or have second homes. They don’t want to wait for a meeting. They appreciate that we’ll use text, email, phone, video calling, screen sharing, etc. Providing virtual financial services in addition to traditional financial services makes us more agile and in tune with our clients needs. We understand that today’s technology makes you expect instant gratification and answer now.

We have clients that enjoy meeting in person, and that’s great too. I enjoy seeing their faces and their home, and meeting their families, and sometimes they too prefer virtual financial services. They want to be able to meet with me every so often, but get a ping back when they have a quick question too.

Taking advantage of virtual financial services and getting financial advice online means you can find a Fiduciary who is the right fit, rather than the right distance from your house.

It means you can do your research and connect with the right financial advisor, whether they are down the street or a virtual financial planner. Are you convinced?

Not only is the way we provide advice changing, but the advice itself is changing. An advisor who work virtually and is accessible does more than just talk about asset allocation and market returns. She talks about refinancing, taxes, insurance, wills, trusts, education, and much more.

Important Disclosure: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Curio Wealth, LLC [“Curio Wealth”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Curio Wealth. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Curio Wealth is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Curio Wealth’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at Please Note: Curio Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Curio Wealth’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a Curio Wealth client, please contact Curio Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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