Virtual financial consulting

If you are comfortable with technology and need the flexibility and convenience which having a virtual financial advisor provides, then virtual financial advising might be just right for you. We focus with clients on IT effectiveness and strategy; improving back-office performance; smart-sourcing; risk management; sales and marketing effectiveness; and large-scale program management.

Our value proposition is concentrated on formulating solutions that create business value, both as architects of innovative solutions and as implementation co-managers. With traditional financial consulting, clients and advisors must coordinate a meeting time, with one or both parties having to travel a set distance. If a client utilizes a virtual financial advisor, no travel is required, and a meeting can be conducted through videoconferencing at any time and at any location during the day.