A Couple of Updates

While my weekly posts are generally geared toward financial planning and investment topics, on occasion I'll veer off course and offer business updates. This is one of those weeks.

As I continue to build this business to serve you and your long-term goals it's important to keep up with the evolving technological landscape. Along these lines, here are a couple of updates designed to make your life just a little easier.

Setting Appointments Online

We've all experienced going through multiple steps when trying to set appointments. Maybe it's the back-and-forth via email or rounds of phone tag to set dates and times.

Starting today, you'll have the ability to schedule meetings with me using the "Schedule an Appointment" or "Let's Set a Time to Talk" links at www.ridgeviewfp.com. You'll be able to quickly set up phone appointments, in-person reviews, or even virtual meetings. 

And yes, you're still able to simply pick up the phone and call or send me an email to set an appointment. This new tool is meant to offer more ways to connect, not restrict your access.

Virtual Meetings

In terms of expanding how we connect, now our entire meeting can be online. If it's more convenient for you, we can meet virtually, share screens, have conference calls, use video. This can be a simple way to check in on a few topics or even have a full planning meeting, all within a secure virtual platform.

We'll still be able to meet in person, of course. Whatever works for you works for me. This is simply another way to connect and address your questions and other pressing matters in a convenient way.

I hope you'll take time to try both new tools. And please let me know of any feedback. These updates are geared toward your convenience, so it will be good to hear what you think.

As always, it's on honor and pleasure to serve you. Thanks for your business.

Have questions? Ask me. I can help.

  • Created on .


  • Phone:
    (707) 800-6050
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Let's Begin:

Ridgeview Financial Planning is a California registered investment advisor. Disclaimer | Privacy Policy | ADV
Copyright © 2018 Ridgeview Financial Planning | Powered by AdvisorFlex