On Course - Special Edition - Online meetings and your financial planning during Covid-19 outbreak

 

 

 

On Course  - Special Edition                March 16, 2020        Hi Everyone,   Covid-19 has temporarily changed our work day, but it hasn't changed our commitment to helping you reach your financial goals.     We're moving all our meetings online, and dividing our staff between two offices and their homes as a social distancing measure. We're used to working remotely (in fact, we have many clients outside of MA) so we don't expect this change to reduce the effectiveness of our service.   Zoom is an easy to use online meeting service. You'll be able to log into your meeting using your computer, a phone or tablet, or even a landline phone. We'll send you an email with links and dial-in numbers as your meeting approaches. Your meeting notes will be available in your Sharefile vault. Beth, Sharry, Theresa or Josh will send you a link when your docs are ready.   Thank you! Please let us know if you have any questions.     Jennifer Lane, CFP Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money.  Our fee-only, client-centered approach provides education and guidance for achieving financial goals and dreams. This newsletter and any linked references are for informational purposes only and are not to be construed as tax, legal, or investment advice.  Compass Planning has gathered the information from sources it believes are reliable, but your individual situation can vary, and you should consult with your investment, accounting, and/or tax professional before taking any action. All contents of this newsletter Copyright 2020 Compass Planning