WorthWhile Wealth Council Announcement: Safer at Home

by | Mar 31, 2020 | WWC WorthWhile Reading

To all our clients and friends,

As you know, last week Worthwhile Wealth Council determined it was in everyone’s best interest to implement our own work at home policy, while continuing to function remotely for all client services and operational activities. Having prepared the week before, this adjustment has gone without issues for all functions of the firm. Phones have been rolled while professional and support staff have been in regular contact throughout the day with each other performing all routines seamlessly. 

As of yesterday WWC, in compliance with TN’s “Safer at Home” order, is temporarily suspending in-person meetings and drop-ins. Although the firm has determined our operations to be ‘essential’ as ‘financial services’ for certain activities, we felt this change will be in the best interest of the safety of our clients and staff. As before, the entire team remains available and accessible by phone and email. Advisors will continue to conduct internet meetings as some have already experienced. Additionally, our advisors are always available to you. On call 24/7. 

We remain completely focused on your needs in any manner you might otherwise expect. Our hearts and minds are with all of you as we combat this threat together. Please call with any questions or concerns we can address for you! We will continue to keep you informed of important developments as they emerge. Stay tuned! 

Stay safe! Stay upbeat and stay healthy! 

David L. Maurice, CFP®

CIO, Vice President