Our Business Continuity Plan

If the past few years have taught us anything, it is the randomness of life, the importance of family, and the needs to prepare for the unpredictable.

At Impact Financial, we feel strongly about planning for the worst.

To ensure that the important services we provide to our clients stay uninterrupted, we have put into place a 2-part business continuity plan to make sure our clients are taken care of should something unexpected occur:-

  1. In the event of a natural disaster, cyberattack, or other unforeseen situations that have the potential to disrupt a business, Commonwealth, our broker/dealer-RIA, has a detailed continuity plan in place to safeguard our clients’ data and to ensure continuous business operations.
  2. In the event of an unexpected illness or death of our key personnel at Impact Financial, our seasoned colleague and continuity partner, Vantage Point Financial, is trained and has the knowledge to step in and continue to take care of our clients.

We like to say hope for the best and prepare for the worst. While we hope we never have to use this business continuity plan, we want to give our clients the confidence knowing that we have a thoughtful plan in place for the worst.