• If you have had a fever, fatigue, cough, or difficulty breathing, or if you are sick or have been sick within 2 weeks of your appointment, please call and we will happily reschedule or conduct the appointment virtually
• Employees and service providers working in customer-facing areas are required to wear face coverings over their nose and mouth, such as using CDC Use of Cloth Face Coverings guidance.
• To protect our office staff, we request clients to wear face coverings over their nose and mouth while in the office.
• Meetings will be by appointment only, with only one appointment in the office at a time.
• Appointment times will be staggered to allow time to thoroughly wipe down our conference room and all common areas with disinfectant cleaner between every appointment.
• The Advisers and Relationship Managers will wash hands thoroughly between every appointment.
• Clients and staff will maintain physical distancing of at least six feet whenever possible.
• Hand sanitizer will be available at the front desk.
• We will provide pens and notepads upon request and will ensure all are properly sanitized prior to and after use.