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 need to prepare for the unpredictable.

At Impact Financial, we believe strongly in planning for the worst.

To ensure that the essential services we provide to our clients remain uninterrupted, we have implemented a two-part business continuity plan designed to protect our clients should something unexpected occur:

1. Broker/Dealer–RIA Support: In the event of a natural disaster, cyberattack, or other unforeseen situations with the potential to disrupt business operations, Commonwealth, our broker/dealer–RIA, has a detailed continuity plan in place to safeguard client data and ensure uninterrupted service. 
2. Continuity Partner: If an unexpected illness or death were to affect key personnel at Impact Financial, Vantage Point Financial is fully trained and equipped to step in and continue caring for our clients.
   

We like to say hope for the best and prepare for the worst. While we hope never to need this continuity plan, we want our clients to feel confident knowing that we have a thoughtful, well-prepared plan in place should the unexpected occur.