Virtual Planning FAQ
Plan your financial future from the comfort of your own home.
Why go through all the trouble of dressing up to meet with your financial advisor? Instead, keep the process simple and efficient. Learn more about virtual advising below and learn more about our process.
Tilly: A virtual financial planner performs the same tasks as a traditional face-to-face financial planner, only he or she interacts with you via phone, email, video conference, messaging, or however you prefer.
Tilly: Yes. Tilly provides a dedicated person as your planner and advisor. As a Tilly client you will also have direct access to a “Workflow Specialist” who will answer your immediate, administrative questions.
Tilly: The costs of managing a virtual advice is dramatically lower than managing face-to-face meetings.