Privacy Policy

Scope of Services

All work on this matter will be done by me. You may limit or expand the scope of my services from time to time, provided that any substantial expansion of services must be mutually agreed upon in writing in advance and must be consistent with the scope of my services and the terms of this letter. Such an expansion may result in additional fees, to be agreed upon in advance. The terms of this letter apply to future engagements of the company by you unless we mutually agree otherwise. Should you have any questions or concerns about any work being performed on your behalf, please do not hesitate to contact me.

Disclaimers

AP Financial Coaching LLC is not engaged in rendering legal, accountancy, tax planning, investment, insurance planning, and/or estate planning services or advice. AP Financial Coaching LLC is not responsible for any financial decisions or funding decisions made by you. My role is to support and assist you in reaching your financial goals, but your success depends on your own efforts, motivation, commitment and follow-through. Therefore, I cannot and do not guarantee that you will attain a particular result. From time to time at your request I might refer you to other professionals, such as accountants, lawyers, or investment advisors. We have undertaken some due diligence with regard to those individuals; however, we are not compensated for such recommendations and those recommendations do not constitute endorsements or any guarantees regarding the quality of services you might obtain from third parties.

Confidentiality

AP Financial Coaching LLC shall not disclose any of your personal or financial information in any manner that can be identified as belonging to you without your direct consent. You shall not disclose the fees for services rendered by AP Financial Coaching LLC, or reproduce any forms, documents or other proprietary materials provided to you by AP Financial Coaching, LLC.