We at Practical Financial Planning are keeping current with and following procedures recommended by public health authorities in response to the COVID-19 pandemic. As of this update (Tuesday, October 20, 2020):
All in-person meetings remain suspended.
As fiduciary financial planners, there is nothing more important to us than the well-being of our clients. The suspension of in-person meetings will reduce the spread of illness to clients, team members, and others. We will resume in-person meetings as soon as it is prudent to do so.
We are continuing to collect mail. If you need to send us hard-copy documents, please use a delivery service with tracking, such as USPS Priority Mail. We can make other arrangements with you on a case-by-case basis.
We welcome your comments on these procedures. For information about novel coronavirus (COVID-19), visit the websites of the Centers for Disease Control and Prevention, the Ohio Department of Health, or the Cuyahoga County Board of Health.