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Back To The Office

June 10, 2020

Our staff sheltered in place starting March 17th.  We each went home with a Microsoft Surface and worked remotely.  We have already used the video conference software GoToMeeting (a competitor to Zoom with better security).  We created a virtual room just for the staff where daily operations meetings were held and practice plan presentations were conducted until we got the hang of it.

We met together, virtually, once a week.  Client meetings took place using audio or virtual connections and we communicated via email or podcast weekly with clients.

In some ways we didn’t “miss a beat” but in others, it was more difficult to communicate.  Email communications with other staff members can’t take the place of a five-minute discussion plus can’t replace the synergy of interacting with each other.

While we sheltered in place, we spoke with potential clients to create financial plans and for existing clients, plans were designed. Presentations of financial plans were done virtually.

On June 1st, we returned to the office.  Each of us has an individual office except Danielle who is at the front desk.  Face coverings are worn in the common areas and only one person is in the kitchen at a time.  We all have sanitizer in our office and disinfectant in the kitchen.

We do not anticipate in-person meetings for some time.  We expect everything to remain virtual, potentially for the remainder of 2020.

If you would like to set up a virtual meeting, please don’t hesitate to contact us.


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