At Forma Financial Planning, we set ourselves apart by working with our clients in a fully virtual environment. But before we explain why we have chosen to set up our practice this way, it’s important that we set the stage for what it means to work virtually.
This means that instead of having a physical office building, all of our meetings are held using Zoom. Our founder, Dave Bartoski, CFP® still conducts all client meetings, answering questions and providing personal advice. This is much different than firms that use a ‘Robo-Advisor’, where a computer is behind the scenes and no human interaction is involved.
The number one reason we choose to work this way is that we appreciate how busy life can be. Your time is valuable and by working with us through Zoom, we can connect when it fits your schedule – even over a thirty-minute lunch break. This gives us the flexibility to meet when spouses or family members aren’t in the same location; whether it’s because of travel or conflicting work schedules. Without having to coordinate travel to an office, this puts time back in your day to focus on the things that are important to you.
We’ve also invested in industry-leading technology to ensure we have the best tools available. Combining these resources with over twenty years of experience gives us a unique advantage over your typical office-based financial planning firm.
While Dave is based in Boerne, Texas, working virtually allows us to service clients all across the country. So, no matter where you live or where life takes you, we continue to provide you with the same great service.
We have an intentional focus on keeping our practice small, so that we can provide all clients with an exceptionally personalized level of service. By not having the overhead that comes with a physical office location, we can keep our fees highly competitive and continue to focus on providing the best service possible.
At Forma Financial Planning we value your time, appreciate your relationship, and provide in-depth advice across all aspects of your finances. We look forward to the opportunity to serve you and your family.
