COVID Statement

To ensure the health and safety of our clients, visitors, and staff, we are following the CDC guidelines. We ask that you do the same when visiting our office. 

  • Do not come in if you have a fever, cough, runny nose, or flu-like symptoms. We are happy to reschedule for a time when you are well.
  • If you have traveled internationally within the last 30 days, we ask that you make your appointment a minimum of two weeks from your return to the U.S to ensure you are virus free.
  • As a precaution, we are happy to reschedule appointments if you have been exposed to anyone who is coronavirus positive.
  • We will wear masks during your visit and request that you bring one for yourself as well.
  • We will maintain a safe distance within the office at all times.
  • Our office surfaces will be wiped down with disinfectants before and after every appointment.

Please feel free to contact us with any additional questions. We are looking forward to seeing you!

We’d love to meet with you and discuss your financial goals and strategies to pursue them. Contact us today to schedule an appointment.

Thank you!