March 17, 2020

Coronavirus (COVID-19): KWM’s Plan

At Kaydan Wealth Management, our number one priority is keeping clients and team members safe during this time. As the number of Coronavirus (COVID-19) cases continues to grow, we are implementing serious measures to help keep us all healthy while still doing very important work and remaining available to you.

With the help of technology, we are able to effectively and efficiently serve you from any location. We want to continue to be available to you, especially in times of uncertainty. While our team is still physically reporting to the office every day, if needed, we have the necessary tools in place to work remotely and conduct business as usual.

To help mitigate the spread of COVID-19, our preferred method of communication for the coming weeks will be teleconferences and Zoom meetings. If you have an upcoming in-office appointment with your wealth advisor, please expect to hear from our team to convert your appointment to a teleconference or Zoom meeting.

Zoom is a great solution when in-office meetings are not possible. Zoom allows us to conduct virtual meetings and share screens. We actively use Zoom to communicate with clients who prefer this method – so for some of you, this is business as usual.

As of last week, we are encouraging team members to work remotely if they are having any symptoms of feeling ill, but have the full ability and desire to work. Every employee is expected to sanitize their entire work station daily. We are also taking precautions by regularly wiping down heavily touched items in the office such as door handles and coffee machines.

As your advisory team, we are committed to maintaining a safe and healthy environment for everyone. In our nearly 40 years of experience, we’ve seen the markets drop time and again, but it can be difficult for investors to get comfortable with the up and down cycles. Thankfully those of us who study the markets know that pullbacks and corrections are necessary to sustain a healthy market, and over time, we believe notable dips such as what we’re experiencing right now will feel like mere bumps in the road to fulfilling your long-term financial goals.

For more on our thoughts about the markets, COVID-19, and other financial planning matters, please visit our Blog where we are posting weekly, and sometimes daily commentary.

We’re watching the markets closely and taking all the necessary precautions to remain healthy. We will reach out should anything require immediate action. In the meantime, please feel free to get in touch if you’d like additional perspective or guidance.

As always, we thank you for the trust you place in us.

 

Warm regards,

Your Kaydan Wealth Management Team

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