Over the years as Alison's clientele started extending throughout the United States and as technology was advancing, she created, adapted and continually redesigned her practice to be very flexible and forward-thinking with infrastructure to meet clients where they are. Before it was popular, or even in today's environment where it is necessary, Alison has been conducting remote client appointments by using her virtual wealth management system platform with its live feeds and ability to instantly and safely share items on the platform to accommodate clients with a sick child at home, clients all over the country or who couldn't break away from their office down the street. Just a phone call, other electronic communications or systems, overnight mail service or a quick flight out when needed - she has got it covered. Alison knows first hand how life is full of challenges and change is one of the only things that are constant, so she has aligned herself with companies and resources that are built for times where there's a need to pivot, need to be creative, need to respect what is out of our hands and what is in our reach and abilities to keep going. She is committed to balance caution, prudence and continuance, and to continually address the now and the later as one, as they are intertwined. What you do now always affects your tomorrows. No one knows what tomorrow brings so being prepared for all the moving parts and possibilities is what we do here at ALISON every day.
