Fees and Policies
FEES
- Services are billed at an Hourly Rate.
- The initial phone consultation is at no charge.
- Appointments include up to one hour of travel time (round trip). Additional travel time is billed per hour at the regular hourly rate.
- Supplies, postage, etc. if any, are extra and are billed at cost plus any travel/shopping time at the hourly rate.
- Depending on our meeting schedule, payment will be due either at the time of service or will be invoiced on a monthly or semi-monthly basis.
- Payment accepted by cash, check or MC/Visa(Paypal).
- Cancellation must be made at least 24-hour in advance by phone to reschedule or cancel an appointment. Otherwise, a one hour cancellation fee is charged.
PRIVACY POLICY
GSDailyMoneyManager respects your right to privacy and never sells, exhanges, discusses with others or otherwise distributes any of the information you provide to me or that I come into contact with in your home or office.
PROFESSIONAL PRINCIPLES
- I will provide services in a manner affording clients fairness, discretion and integrity.
- I will protect the client's right to privacy and confidentiality in accordance with the laws of the state where services are performed. All information that I receive from you is held in total confidence and will not be released to anyone except as agreed to in writing by you or as required under applicable law.
- I will disclose any affiliations that may pose a conflict of interest.
- I will refer clients to service providers as required. I do not provide legal, accounting or financial advisement services.
