We provide financial consulting, tax preparation, budgeting support, and related advisory services. All recommendations are based on the information provided by the client and current market conditions.
Client Responsibilities
Clients agree to provide accurate and complete financial information. Delays or inaccuracies may affect service outcomes and timelines.
Fees and Payment
Fees are outlined in the service agreement and are due upon receipt of invoice. We accept payments via credit card, bank transfer, or check. Late payments may incur a 5% monthly fee.
Confidentiality
All client information is treated with strict confidentiality. We do not share or sell personal data. For more details, please refer to our Privacy Policy.
Limitation of Liability
We are not liable for financial losses resulting from market changes, client decisions, or third-party actions. Our liability is limited to the amount paid for services rendered.
Termination
Either party may terminate the agreement with 7 days’ written notice. Services delivered up to the termination date will be billed accordingly.
Dispute Resolution
Any disputes will be resolved through mediation before pursuing legal action. Jurisdiction is governed by the laws of the State of Illinois.
Amendments
We reserve the right to update these terms. Clients will be notified of any changes via email or our website.
General Policy
Due to the personalized nature of our services, refunds are generally not provided once services have been delivered.
Eligible Refunds
Partial refunds may be considered if:
Prepaid Packages
Clients who cancel prepaid packages before completion may receive a prorated refund, minus a $50 administrative fee.
Service Errors
If an error occurs on our part, we will correct it at no additional cost. Refunds for dissatisfaction will be review on a case-by-case basis.
Request Process
To request a refund, please email
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