We believe in clear communication and mutual respect in every client relationship.

Before any service begins, we require an upfront deposit to secure your spot. Once we have all the necessary documents we’ll review and provide a detailed quote. We’ll complete the service once we have your payment in full.

It’s important that we all understand what is expected on both sides. Here’s what you can expect from us and what helps us do our best work for you.

What You Can Expect from Us:

• Friendly and judgement-free support 

• Transparent pricing & clear scope and timelines  

• Expert guidance that breaks down complex topics 

• Confidentiality through mutual NDAs and secure handling of your info 

• Top-tier data security through our partnership with BastionX and a custom-built infrastructure with daily backups 

What We Expect from You:

• Responsiveness to questions and document requests 

• Honest, complete information 

• Completion of all required forms, questionnaires and engagement letters 

• Prompt payment 

• Respect for our processes and team 

When We May Not Be the Best Fit 

The goal is long lasting partnerships but here are some reasons we may part ways 

• Repeated late or non-payment 

• Lack of communication 

• Dishonesty or unethical behavior 

• Disrespect for processes, boundaries, or staff 

• Scope creep without agreement on changes 

• Spam (e.g., contacting us across multiple platforms or via DMs) 

• Failure to follow required steps or refusal to complete onboarding forms 

We also expect full income transparency. This includes reporting any cash income outside of 1099s.

Our commitment is to serve you with excellence and that’s only possible when the working relationship is built on clarity and trust <3   

Ready to Get Started?

We’re excited to work with you and help you navigate your financial journey.

If you have any questions, don’t hesitate to contact us!