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Getting Started Consultation

Learn What it Means To Control your Finances

  • 15 min
  • Free Consultation
  • Phone Call

Service Description

I am glade you decided to sign up to start managing your finances. Thanks for that! The next step in the process is for us to chat for 5 to 10 minutes to discuss your planning options.

Cancellation Policy

Our Team will call you to confirm the details of the individual appointment, including the location. We pride ourselves on meeting every client at the scheduled time, chosen by the client for our service. Please add a note or message our team with the details for any additional service needs. All signatories MUST be able to communicate directly with Notary. Translators are not permitted for notary services. The travel fee will be charged for “No Shows’ or cancellations less than the time permitted in the booking policy or time specified in all verbal or written agreements. All payments for travel/accommodations fees for services are FORFEITED if cancellation is less than 2 hours before the scheduled appointment or you NO SHOW. Full payment is due before service. Notarization & Government fees are set by the state and will be displayed. All signatories/applicants MUST be present and have valid Driver’s Licenses (cannot be expired) or approved Government-issued photo ID. Please ensure all documents are completed but NOT signed before Our arrival. If, for any reason, services cannot be completed due to scheduler fault, excluding operator error, travel fees are non-refundable.

Contact Details

+ (813)606-7610


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