The Wealth Coach for Women, Inc. has developed a Business Continuity Plan on how the firm will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, WCFW will need to be flexible in responding to actual events as they occur.
The following summarizes our Business Continuity Plan.
If you cannot contact us at our main phone number (781.413.1090), by email at firstname.lastname@example.org or through our website, please follow these instructions:
your investment account at td ameritrade:
If you have an investment account through our firm it is held with our custodian, TD Ameritrade. If you need access to funds or need to place trades, you can call the Client Support Line at 800.431.3500. If you need statements or tax documents you can access them through the TD Ameritrade portal.
your documents created through wcfw:
You can access your financial plan, all documents related to your plan, your private vault, account agreements and disclosures in the Right Capital client vault. Every WCFW client has access to their secure vault on the Right Capital platform. Please click on the Right Capital link to access your documents.
our business continuity plan
WCFW plans to quickly recover and resume normal operations as quickly as possible while protecting and safeguarding important documents and allowing clients to transact business.
Our plan addresses data back up and recovery, all mission critical systems, financial and operational assessments, alternative methods of communication with clients, vendors and regulators, and using an alternative business location if necessary. Should the firm be unable to continue operating, clients will always have quick access to their funds.
Significant business disruptions can vary in scope, such as only effecting the firm, the building housing the firm, the business district, city or whole region where the firm is located. The level of severity of a disruption can be minimal to severe. The firm plans to continue communicating through this website, email, or phone so you know how to contact us. If the interruption is so severe we can no longer operate, you will be notified of the business closure and instructions on how to access your accounts and complete any outstanding steps in your financial plan.
Should the firm decide to close, a succession plan is in place with an associate firm to continue serving our clients. All current clients will be notified and introduced to the new firm in advance to provide a smooth transition for you.