EXPECTATIONS
 
My Commitment to You

 
  • I will act with integrity, honesty, and openness in everything I do for you.
  • I will respect absolutely the confidentiality of our working relationship.
  • I will return your phone calls within 2 hours. The business number is my cell phone number – unless I am in a meeting I will answer your call.
  • I will meet all deadlines (or in extreme cases, inform you well in advance of necessary adjustments for reasons absolutely beyond my control).
  • In advance, you will know my fee for any assignment.
  • You are the sole judge of my performance -- if anything does falls short of your expectations, I respect absolutely your right to withhold the fee.
 
Your Commitment to My Firm

 
  • You agree to be open, frank, and honest with my firm at all times.
  • You agree to inform me immediately of concerns you have about our work together.
  • You agree to provide me with all the information I need to work successfully for you.
  • You agree to grant us access to your team and advisors within the time frame upon which we agree.
  • You agree to allocate time to work on tasks you have agreed to work on for me.
  • You agree to listen to and consider all advice I offer. (I acknowledge your absolute right to reject that advice.)
  • You agree to pay your account when the bill is presented or certainly within 7 days from receipt of our invoice.
  • You agree to consider referring me to at least one other business or business person whom you feel would benefit from associating with my firm.