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Waterloo - Jesup - Dysart

800-264-0785
contact@monatwealth.com

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Behavioral Finance 4 Elements of an Estate Strategy Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style?
COVID 19 UPDATE

COVID 19 UPDATE

In these uncertain times, we wanted to keep you informed in regards to what we are doing here at our office to continue to support your financial goals during these times. As the situation around novel coronavirus (COVID-19) continues to evolve, we are doing everything we can to ensure your health and that of our team.

We are still open for business, more than ever committed to providing a safe and healthy environment for all clients, and proactively taking measures to mitigate concerns around coronavirus (COVID-19).

We are closely monitoring updates from the Centers for Disease Control and Prevention (CDC) along with guidance from local and U.S. government health agencies. Rest assured that we have implemented a coronavirus (COVID-19) Preparedness Plan designed to help us prevent the spread of the virus to the best of our abilities. Among other things, our plan includes the following:

  • Daily/ongoing sanitization of our lobby, conference rooms and other common areas
  • Available hand sanitizer for clients and employees
  • Employees following best practice infection prevention methods such as hand washing for at least 20 seconds and using hand sanitizers often

We are more than happy to hold any scheduled meetings by phone and we respectfully ask that you call our office to let us know or reschedule any appointment if you aren’t feeling well.

Learn more

Schedule a Meeting

Patricia Monat, CFP®



Adam Steenblock, CFP®


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