New ways of working. Same passion for serving.

Summer is here, though it’s unlike any summer we’ve had before!

The Sound Stewardship team continues working remotely. Right now we are serving clients via phone, email, and Zoom meetings. Because financial planning is easily done from anywhere, we have decided to continue working from home for the remainder of the summer. It is simply not worth risking the health of our clients or staff members to return to the office yet.

However, we certainly miss seeing you! Modern technology is amazing, but it is not the same as sitting down with you in person. We look forward to everything eventually getting back to normal, but we are prioritizing safety this summer.

Client meetings will continue via Zoom through August, at which time we will reassess. It is possible that we will begin meeting in-person on a case-by-case basis this fall, according to personal preferences. As the client, you will always have the option to meet with us virtually. Even before the coronavirus, a third of our meetings were held with Zoom!

We are actively bringing on new clients. With all the current uncertainty, some people are getting serious about their finances. If you know anyone who wants help designing a financial plan that reflects their goals and values, encourage them to schedule a quick 15-minute call with us. We want to know how we can serve them!

We are still available at the office, but only by appointment. Although no one is in the building full-time, we still come in for necessary tasks, like checking the mail and watering the plants! If there is something you need help with in-person, such as dropping off large sets of documents or getting a signature notarized, email Cindy to schedule an in-office appointment.

Regardless of where we are, we’re still here for you! We pray regularly for your safety and your physical, spiritual, and mental health. As always, if there is anything we can help you with, we’re just a call away!

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