Estate Planning & Administration
Initial Consultation
Cancellation Policy
We understand the importance of your time and the need for clear communication regarding our policies. Please note that if you miss your scheduled consultation without providing prior notice or rescheduling, you will be ineligible for any free consultations and may be charged a cancellation fee. If you have not arrived within 10 minutes of the scheduled time for telephone or Zoom meetings, your appointment will be canceled, and the fee will be incurred. If you have not arrived within 15 minutes of the scheduled time for in-office meetings, your appointment will be canceled, and the fee will be incurred.We strive to accommodate all our clients and allocate resources accordingly. By adhering to this policy, we can ensure fairness and optimal utilization of our available meeting slots. We encourage you to reach out to us promptly and at least 24 hours in advance if you anticipate any scheduling conflicts or need to reschedule your meeting. We are committed to providing you with exceptional service and look forward to assisting you in your needs.
Contact Details
+19162121395
Legacy@TSharpLegacyWealth.com
50 Iron Point Circle suite 140, Folsom, CA, USA