Business Continuity Plan

Disclosure Summary

Eagle Money Advisors has developed a Business Continuity Plan (BCP) to document how we will respond to events that significantly disrupt our business.

Significant Business Disruptions

In most cases, the impact of business disruption is unpredictable in events such as fires, floods, and earthquakes, as well as the non-availability of our facilities, staff, and critical management persons. This can include short- or long-term disasters or other disruptions and may delay your orders and requests; therefore, we have adopted and keep updating the BCP in responding to situations that impact on our business.

Our Business Continuity Plan

We plan to quickly recover and resume business operations after a significant business disruption. We will respond by safeguarding our employees and property, making operational assessments, protecting the Firm's books and records, and allowing our customers to transact business. In case of significant disruptions (including death or incapacitation of the Investment Advisor or any of its representatives), our BCP outlines required activities. In summary, our business continuity plan is designed to enable our Firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

Access to Your Accounts

Our Firm does not maintain custody of customers' funds or securities, and we use qualified custodians, including Schwab, Fidelity, and other service providers. Each custodian with which you have investments desires to restore its own operations and be able to complete existing transactions and accept new transactions and payments within a short period. The qualified custodians noted all provide systems that enable our clients to trade in the event we are unavailable to do so. If you are unable to reach our staff or your financial advisor, please visit your respective custodian site at schwab.com, fidelity.com, and other custodian firms’ websites. Updates will also be posted on https://eaglemoneyadvisors.com.

For More Information

Our business continuity plan is subject to modification at any time. An updated summary will be promptly posted on our website, and clients may also obtain a copy of our current business continuity plan summary by sending a written request to: Eagle Money Advisors 3744 E. Chapman Ave, Ste F #2081, Orange, CA 92859

If you have questions about our business continuity plan, you can contact us at (657) 231-1161 or email us at info@eaglemoneyadvisors.com.