Virtual Planning

At Reason Financial Advisors, we understand that your time is one of your most precious resources. So, to use your time more productively, you can conduct your business with us using the latest Internet technology.

Talk with us on your smartphone, tablet, laptop or other device to create or update your personalized financial plan and to manage your investments. Our high definition video conferencing affords you the same quality, face-to-face counseling that you receive in our office. Our analytic on-line tools enable us to work together using spreadsheets, charts, graphs and other interactive software.

Are you vacationing in Florida and thinking of upgrading your investments? No problem; we can provide via the Internet information and advice you need to make a decision. Moved out of state but don’t want to sever your ties with us? We can work with you as if we were in your living room. It’s especially useful for clients who live in remote areas where financial advice is scarce.

Our virtual planning also accommodates our clients who are nearby, but who don’t want to spend their valuable time driving to and from our offices. Or who have time for only a brief question. It also allows for shorter, but more frequent meetings. And to avoid having to set meetings that interfere with a tight schedule.

Near or far, we’re only as distant as your favorite Internet device.


Patrick L. Doland

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