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Growing Fortunes Financial Partners LLC temporary business adjustments for COVID-19 Thumbnail

Growing Fortunes Financial Partners LLC temporary business adjustments for COVID-19


Growing Fortunes Financial Partners LLC temporary business adjustments for COVID-19

Meetings and phone calls: 

For our collective health, all appointments will be held online for now. In-office meetings cannot be scheduled at this time via the Scheduler.

The quickest way to reach me is to schedule a call using the "Schedule an Appointment" button, below. Phone appointments are typically available on the next business day. If you have an urgent need, please send an email with the word "URGENT" in the subject line.

We will continue to schedule review appointments based on timing of your previous reviews. However, I am available to talk whether your most recent review was last month or last year. I can be most responsive if your Client Website is up to date with links to your account balances. 

As always, general communications from me will be provided via Constant Contact. Typically, I limit the frequency of these communications so that I don't overwhelm you with unwanted emails. This may be a time of increased outreach and information from me. You do have the option to "unsubscribe" at any time, but may miss information that I believe is important to most if not all of my clients.

While most of you do not have direct contact with my administrative assistant, Tracey is working in a different location as always and will continue to be able to support me as needed.

Document reception and delivery:  

We are accepting document drop-offs at our Schaumburg office, mail is being delivered, and of course you can use the Vault in the Client Website to upload documents. 

The fastest way for me to get reports to you will be via the Client Website, where all reports will be provided digitally. Printed reports are provided on request.

Thanks for your understanding as we adjust to help in the safest and most responsive way possible. Be well!