Checklist for Emergency Relief for Coronavirus

For Individuals and Families: Checklist for Emergency Relief for Coronavirus

This checklist attached as a PDF helps you review potential opportunities to find additional resources and navigate the recent changes that may be available to help your financial support, unemployment benefits, distributions from retirement accounts and more.

Download Your Checklist - For Individuals and Families

For Businesses: Frisco Chamber of Commerce List of Resources

As you are deciding on important business decisions during these unprecedented times and are evaluating how COVID-19 is impacting your business, please review Frisco Chamber of Commerce special Coronavirus webpage information for options that may be available for your business.

The Frisco Chamber of Commerce will be diligently working to continuously update this page as information is received and provide easy-to-understand explanations of how the resources found here impact individuals and different-sized businesses, by providing toolkits and links to much-needed documents.

Please visit with you advisors and CPA before finalizing any important decisions for your business.

Visit the Special Section of the Frisco Chamber of Commerce website


Economic Injury Disaster Loans and Loan Advance

In response to the Coronavirus (COVID-19) pandemic, small business owners in all U.S. states, Washington D.C., and territories are eligible to apply for an Economic Injury Disaster Loan advance of up to $10,000.

The SBA’s Economic Injury Disaster Loan program provides small businesses with working capital loans of up to $2 million that can provide vital economic support to small businesses to help overcome the temporary loss of revenue they are experiencing. The loan advance will provide economic relief to businesses that are currently experiencing a temporary loss of revenue. Funds will be made available within three days of a successful application, and this loan advance will not have to be repaid.

To apply for a COVID-19 Economic Injury Disaster Loan, click here.

Living Magazine Article

Read our article in the September 2019 issue of the Living Magazine. “Getting your Financial Plan right for you may require a better conversation and an open discussion.” Follow this link to read the full article and get access to your online Risk Assessment Quiz.

New Regulations From SEC?

New Regulation for Brokers and Advisors?

We are watching and are supportive of the evolution that is underway to have brokers, broker dealers and financial advisors held to a high standard or for some a higher standard. In addition, the CFP Board is working on new rules that could impact the requirements to be considered a Certified Financial Planner and use the marks that promote the designation for all those with the certification.


Not all financial services professionals deliver a Fiduciary Standard of Care to their Clients or potential Clients. Educate yourself to know the categories.


Articles for your review:

Securities and Exchange Commission (SEC) Article

CFP Board Article