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Confidentiality Agreement

 

As part of engaging with a client, you and and should expect the highest degree of services possible.  Our business model is specifically built around total satisfaction.  Here's what you can expect to receive as part of the establishment of a relationship with us in our Weclome Packet:

  • A Letter of Engagement, describing in detail the scope of services we are being retained to perform
  • A Confidentiality Agreement, stating that all information shared with us will be held in a confidential matter
  • A Code of Ethics that we follow to ensure that you are getting someone who had agreed to the highest possible standards
  • An information brochure, describing in depth the scope of the services that we provide.
  • Checklists and other tools meant to assist in performing tasks in a quick an efficient manner
Engagement Letter

Why do we provide all this?  The answer in very simple.  We understand that this is an important matter for you.  We want to make you feel as comfortable as possible that your wishes and concerns are addressed.  The Letter of Engagement is a great document since it spells out the scope of services to be performed and the costs.  This has been used for referral purposes by clients to ensure that no confusion arises from the work that we do. 

As professionals, this is something that we demand.  Miscommunication occurs every day of our lifetimes.  We make the greatest effort to ensure that it does not happen when communicating with us.  Why else?  Financial matters must be kept in complete confidence at all times.  Not only do we practice and respect this, we put it in writing, when others won't

It's the added sense of confidence that you need to know that you're making the right decision.

It's The Type of Service You Should Expect From Us! 

 

 

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Westchester Office
Phone:  914-946-7725

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