Financially Yours
Advisory Services

COVID-19 Business Continuity Procedures

Update 7/28/2020:

Update 5/11/2020:

Update 3/31/2020:

Since CA Governor Newsom extended the Stay at Home Order until 5/1/2020, we will continue to work remotely until further notice.

We will not be meeting clients in-person until May 25 (subject to be extended, if necessary).  We have opened up our availability to schedule phone meetings and we also have the capabilities to use Zoom, a video-conferencing service.

Mail will be collected once a week.  To expedite processing, we will try to email paperwork, if possible.  Phones will be answered at a minimum, on weekdays between 9:30am – 1:30pm.  Emails will continue to be replied by the end of the next business day.

While we strive to be "business as usual", please expect that things might move slower.  In these unprecedented times, please expect the possibility of delays.

Thank you for your patience as we all go through this together.  Stay safe!

 

Update 3/23/2020:

Since we moved to working exclusively remotely the night of  Tuesday, 3/17, Governor Newsom announced the Safer At Home Order on Thursday.  Talk about being just one step ahead!

Due to the Order, we will only be retreiving mail from the office once a week.  Thank you for your patience during this time.

 

3/17/2020:

It seems every day the mandate on what we can and cannot do is getting less permissive.  At this rate, it’s not unlikely that Orange County, like other jurisdictions will be on lockdown.  Even in the course of writing this email, the Orange County Health Officer sent out a new Order.  We would much rather be one step ahead, than one step behind.  To protect our staff and clients, we have and will implement the following Business Continuity Procedures:  (These are specific to Financially Yours Advisory Services, our 3 employees, and our clients.)

  • We have been wiping down frequently touched surfaces at the start and end of each day.
  • We have changed our work schedule to avoid having more than 2 people in the office at one time.
  • We have been making plans to be able to work remotely.
  • We will not be meeting clients in-person until April 20 (subject to be extended, if necessary).  We have opened up our availability to schedule phone meetings and we also have the capabilities to use Zoom, a video-conferencing service.
    ** If you currently have an in-office meeting scheduled, we will be contacting you to make other arrangements.
  • We will officially work remotely, as of 3/18/2020 through 3/31/2020 (subject to be extended, if necessary). 

Mail will still be collected, though much less frequently.  Phones will be answered at a minimum, on weekdays between 9:30am – 1:30pm.  Emails will be replied by the end of the next business day – this remains the same.  Please note that the quickest way to get a hold of us is through email. 

I’m sure you have already started to see the impact of having less workers in the workforce.  Whether more employees are working remotely or not at all due to the nature of their job, things are just moving slower.  Similarly in financial services, we are noticing that requests are taking longer than normal to be processed.  In these unprecedented times, please expect the possibility of delays.

We look forward to the days where we can give hugs freely again.  Until then….stay safe and be well!

 

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