COVID-19 ACTION PLAN
At SecondHalf Coach Wealth Management, putting our clients first is always our top priority. We have been fortunate to maintain full functionality, working both remotely and at the office by provisions laid out in our Business Continuity Plan.
During the red phase, we were considered an essential business and were exempt from any closure orders. However, due to our web-based programs, internet operated phones systems and ability to DocuSign electronically for most forms, we were able to remain completely operational as our team worked remotely to support our clients.
Now that we are in the yellow phase, your Wealth Management Team is physically in the office and the support team is still working remotely to continue to make things as safe as possible for our clients and our team.
We continue to offer review meetings to our clients by appointment either in the office, over the phone, or face to face via Zoom. For a Zoom meeting all you need is a computer/smart phone or iPad, internet connection and email to get started. If you are unfamiliar with the program and need assistance setting one up, please let a member of our team know.
We are doing everything possible to comply with the CDC guidelines to maintain a healthy work environment and will continue to do so as our team transitions back to the office. We remain united to collectively provide you with a relationship that you know with confidence will always be right where you need us—By Your Side Through It All.
Thank you for your continued faith, trust and referrals during this turbulent time. It is an honor to serve you and those you send our way. We hope you and your family are staying healthy and look forward to seeing you soon!
Schedule An Appointment by Email or give us a call: 724.537.2799.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
The services, tools and information, as well as privacy and security measures, offered herein are provided by eMoney Advisor, LLC. For more information on eMoney’s privacy policy and security safeguards, please visit www.eMoneyadvisor.com. LPL and SecondHalf Coach Wealth Management make no representations or warranties of any kind about the information, products or services contained herein.