My Promise to Clients

In order to maintain a professional working relationship with my clients, I make the following promises to all of my clients:

  1. Formalize our relationship with a signed retainer agreement containing estimates and details of projects.
  2. Maintain proactive communications regarding changes in the law affecting your family and business.
  3. Arrive on time for scheduled meetings.
  4. Present an agenda prior to each meeting.
  5. Return telephone calls in a timely fashion.
  6. Offer competitive and reasonable fees.
  7. Not charge for short telephone calls.
  8. Accommodate your schedule by being available on evenings and weekends for appointments.
  9. Provide easily understandable invoices with clear explanations of charges.
  10. Answer your questions in English, not “legalese”.