May 12, 2020
As the COVID-19 restrictions are slowly being lifted, we are preparing for the return of in-person client meetings beginning in June. Please note our procedures below or by watching this short video:
All employees will have their temperature taken and logged each time they enter the building.Appointment times are staggered to avoid clients arriving at the same time and spaced to give staff time to sanitize in between each appointment. Please arrive as close to your appointment time as possible to avoid having to wait.When you arrive, ring the white doorbell and someone will let you in.We have two conference rooms, one to the right and one to the left. Please go into the room with the open door and have a seat, your advisor will be right with you.We will not be offering beverage service but you are welcome to bring in your own.You and your advisor will be separated by a screen and a 6ft distance. Staff will be wearing masks or face shields.Clients are not required to wear a mask but encouraged to if you feel more comfortable.We are only printing necessary paperwork and will provide a sanitized pen that you can take with you.Electronic reports can be uploaded or sent via encrypted email.Below is the schedule for available appointment days/times:
Please email email@example.com to confirm your preferred appointment day/time. You may elect a video or phone conference in lieu of an in-person meeting. It is our goal to complete your annual review before the end of August but can extend all the way to November depending on your schedule. Current policies and procedures are dependent upon information from state officials. Should anything change, we will reach out to reschedule appointments as needed. If you have any questions or preferences, please let us know!
-The Bookends Team
Mike Wetzel, Financial Adviser, Principal: Mike.Wetzel@bookendsfp.com
Sarah Boston, Financial Planner, Investment Consultant: Sarah.Boston@bookendsfp.com
Chandy Wilcoxon, Financial Adviser: Chandy.Wilcoxon@bookendsfp.com
Mindy Christian, Operations Manager: Mindy.Christian@bookendsfp.com
Bridgett Mueller, Operations Assistant: Bridgett.Mueller@bookendsfp.com
Tina Barrow, Client Services: Tina.Barrow@bookendsfp.com
Heidi Hargis, Chief Compliance Officer: Heidi.Hargis@bookendsfp.com
Gene Trueblood, Chartered Financial Analyst
7320 US 31 S Indianapolis, IN 46227317-859-2502www.bookendsfinancialplanning.com
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