Throughout the span of 2020, the world saw an influx of remote everything: Working from home, telehealth appointments, Zoom hangouts, online meetings—you name it. This literal virtual reality has invited a new way to function into everyday life, and we’re OK with it (especially when it comes to virtual financial planning).
Since Copperline Wealth Management and Planning was established in 2019, our team has offered remote financial advising from the beautiful town of Cody, Wyoming, close to the Absaroka Mountain Range. We’re thankful that this new normal is opening even more opportunities to work with people from all over the country.
A broader selection of financial planning resources
Having the opportunity to choose a financial advisor from a broader pool of professionals gives people a chance to find a great fit. Thanks to the internet—and the normalcy of remote meetings—people aren’t just limited to working with financial advisors in their local areas.
When choosing a financial advisor, it’s important to pick someone who is committed to his or her fiduciary duty. While many firms and financial advisors claim to be fiduciaries, it’s important to be sure that the firm isn’t just using the phrase as a marketing tactic.
“During the onboarding process, we make sure we know everything about clients’ financial backgrounds so we are able to make informed decisions on their behalf,” says Sara Schauermann, co-founder of Copperline and financial advisor.
Learn more about the importance of having a financial advisor who is a fiduciary here.
Financial planning right at your fingertips
If you’ve considered working with a remote financial advisor, you’ve come to the right place.
“You don’t have to live in Cody, Wyoming to work with our team,” says Luke McNeely, co-founder of Copperline and financial advisor. “It’s exciting to build relationships and meet with people who live all over the country.”
The team at Copperline encourages everyone to do their due diligence when selecting a financial advisor. It’s important to be sure you mesh well with the people who are managing your assets.
On Copperline’s website, you’ll find a helpful tool called FINRA’s Broker Check. It provides insight into who your prospective advisor is and what their track record looks like.
By providing remote financial planning and wealth management services, you have the opportunity to have meetings right from the comfort of your home. This added convenience allows you to have more control over your financial future.
“No matter where you’re located, it would be our pleasure to work with you,” says Luke.
Learn more about Copperline Wealth Management and Planning
Your financial future is important and something that should be prioritized. As a people-oriented business, it’s Copperline’s commitment to providing wholesome financial advising strategies for every season.
For more resources about financial planning, check out our other articles on our website and follow us on Facebook. If you’re interested in learning more about financial advising services in Cody, Wyoming or wherever you’re located, we encourage you to reach out to our team.
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Interested in learning more about the importance of financial planning? Check out Copperline’s recent article, “Wondering When to Collect Social Security?”
Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual.
