Initial Financial Consultation
Plan Early, Plan Often
Service Description
When you partner with The Porter Group, you can expect a comprehensive financial planning experience. The first conciliation will kickstart your personalized financial plan, after which all our services are FREE and we provide annual reviews for life. From financial statement audits to social security claims, we provide a range of services to secure your financial future. Experience personalized financial planning with The Porter Group Today.
Cancellation Policy
Terms and Conditions By booking and participating in the 1-hour Financial Strategy Session, you (the "Client") agree to the following Terms and Conditions: 1. Session Duration and Scope The session will last for a total of 1 hour. The session will be conducted virtually (or in person if otherwise agreed) and will focus on providing financial guidance and strategies as discussed at the time of booking. The Client acknowledges that the session is advisory in nature and does not constitute professional financial, investment, legal, or tax advice. 2. Payment and Fees A fee of $100 is required for the 1-hour session, payable in full at the time of booking. The Client agrees that the payment for the session is non-refundable under all circumstances, including but not limited to cancellation, missed appointments, or failure to attend. The session fee will not be refunded or credited for any reason, regardless of whether the session is completed or not. 3. Cancellation and Rescheduling Policy The Client may request to reschedule the session, as long as the request is made at least 24 hours before the scheduled session time. However, the session fee will remain non-refundable. Reschedules are allowed once, and the new session must be held within 10 days. If the Client fails to reschedule within the allotted timeframe or misses the session without prior notice, the payment will be forfeited, and no further rescheduling or refunds will be permitted. 4. Confidentiality All information exchanged during the session, including financial details shared by the Client, will remain confidential and used solely for the purpose of providing the strategy session. The Client understands that no personal financial information will be shared with third parties without explicit written consent, unless required by law. 5. Limitation of Liability The Financial Strategy Session is intended for informational and educational purposes only. The Porter Group is not liable for any financial decisions made by the Client as a result of the session. The Client assumes full responsibility for any actions taken based on the advice or recommendations discussed. 6. No Guarantees The Porter Group makes no guarantees regarding specific outcomes or results from the Financial Strategy Session. Success in financial matters depends on many factors that are outside of our control. 7. Amendments These Terms and Conditions may be amended at any time.
Contact Details
256 Knox Street, Costa Mesa, CA, USA
7073203087
cayladeeporter@theporter-group.com