We’ve got this handled for you, and it’s all at your fingertips; 21st century style!
Introducing “My Virtual CFO” from Conestoga Wealth Management; our online wealth management and retirement tracker experience for investors of all styles.
My Virtual CFO couples the streamlined approach of digital wealth management with the human touch of ongoing guidance from a Certified Financial Planner™ professional at your fingertips.
Retirement planning isn’t just about investments, it’s about the choices we make in our overall financial lives. Making poor decisions about insurance, mortgages, budgeting, healthcare, or wills and estate documents can have even more disastrous consequences than poor investment decisions.
With My Virtual CFO, you have access to a Certified Financial Planner™ professional to help you reach your goals. You don’t have to guess, and you don’t have to rely solely on a robot to help you stay on course and avoid mistakes. Think of us as your own personal CFO.
My Virtual CFO is designed for anyone who wants to build wealth for their future, but specifically for those who don’t have the time for office meetings or lots of paperwork, and would prefer to streamline their financial planning. We’ve got this handled for you so you can go about your life and still get in shape for your future lifestyle.
My Virtual CFO is also ideal for those who love using iPads, tablets and smartphones, and would like their wealth building experience delivered with 21st century technology.
Yes, we still offer full service financial planning and face to face sessions, but we believe with today’s busy lives, offering more for less hassle can also better serve the next generation.
In the coming days and weeks, we will be writing more to introduce My Virtual CFO. In the meantime, if you’ve put off your financial planning for too long, and want to learn how to get on track, or just want a second opinion on what you’re doing now, click this link, or go to www.myvirtualcfo.pro to get started at no obligation. (Yes, that’s dot PRO, not dot com).
