We know this is a difficult time for everyone – concern about ourselves or our loved ones getting sick, social isolation, uncertainty, business disruption in many industries, difficulty getting all the groceries we want, cancelled travel, and of course our investment portfolios. At Keener Financial, we are committed to staying available to you during this time while we protect ourselves, families, and clients from potential exposure.
First, we are grateful our entire team is still healthy and working. None of us have been exposed that we know of.
We have transitioned exclusively to video meetings, and our team is working mostly from home. Our phones went home with us, so you can still reach us at our main number just like we’re in the office. Email is also still great. We’re using secure VPN and our existing encrypted cloud-based resources to maintain security and confidentiality.
If you are submitting planning materials to us, the best way is still using one of our secure digital portals. Please reach out to our team if assistance accessing one of these portals would be helpful. If that’s not possible, we are checking the physical mail each business day.
We are so grateful for the opportunity to continue serving our clients. It gives us satisfaction that you have entrusted us to guide you through the financial aspects of this difficult time. Please let us know of any questions or concerns on your financial situation, and we will help in any way we can.
The Keener Financial Planning Team