Update to COVID-19
We are back to normal.
We continue to operate with more flexibility allowing our clients to utilize zoom conferences for most client meetings. Virtual meetings are also very convenient.
Masks & Vaccines
Masks are optional, and certainly not required.
We value our clients right to medical privacy so we will never ask your vaccination status and certainly will not disclose ours.
What can you do today to protect yourself?
You need to make sure that you have a plan in place in the event that you become ill or incapacitated. Unfortunately, people often wait until they are ill to start this process, but that is a very costly mistake.
If you became ill, would your loved ones be able to make your medical and financial decisions on your behalf?
Without an Advanced Healthcare Directive or Durable Power of Attorney the answer to that question may be no. Alternatively, your family may have to go to court to get that authority, which takes precious time that you may not have.
How will appointments work?
When the shutdowns first began, we rolled out virtual consultations and client meetings using Zoom. We loved the flexibility that platform and the barriers it allowed us to overcome, so we are going to continue to offer those to our clients from here on out. It's a free software for our clients and perspective clients and only requires a quick download on your phone (or you can logon using a laptop).