Financial Consultation

Cancellation Policy

Initial Financial Consultation Booking Policy Thank you for choosing Productive With Purpose for your upcoming Initial Financial Consultation. We appreciate your trust in us to assist you on your journey toward financial empowerment. Please review and adhere to the following policies: 1. Punctuality Arrive on Time: Please be on time for your appointment. Sessions will begin and end as scheduled to respect the time of all clients. Late Arrival: If you are running late, please notify us as soon as possible. Sessions will still end at the scheduled time, and the full fee will apply. 2. Distraction-Free Environment Quiet Space: Choose a quiet, private location for your session, free from interruptions. No Distractions: Ensure that your environment is free from distractions, such as TV, pets, or other people. This will help you focus entirely on the session. 3. Engagement Undivided Attention: Please give your full attention during the session. This includes avoiding multitasking or using other devices. Active Participation: Be prepared to actively participate by asking questions and discussing your concerns. 4. Preparation Preliminary Tasks: To make the most of your session, please complete the items on the attached checklist sent via email at least 24 hours before your appointment. This will allow us to provide you with accurate and tailored guidance throughout your session and maximize the effectiveness of our time together. Documentation: Gather and have on hand any necessary financial documents or information that may be relevant to our discussion. 5. Confidentiality Privacy: All information shared during the session is confidential. Your privacy is of utmost importance to us. 6. Payment Fees: Payment is due at the time of booking or as otherwise agreed upon. Non-payment may result in the cancellation of your session. Refund Policy: Please review our refund and cancellation policies for information on cancellations and rescheduling. 7. Follow-Up Homework: Be prepared to complete any follow-up tasks or homework assigned during the session.

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