Client Responsibility Policy

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At Metzger Financial Consulting, we value clear communication and mutual accountability to deliver the best possible service. To ensure a successful partnership, we have established the following client responsibilities:

1. Timely Communication

• Clients are expected to respond promptly to inquiries, requests for information, and feedback to avoid delays in project timelines or service delivery.

2. Providing Accurate Information

• Clients must provide accurate and up-to-date information, including necessary documents, materials, or details relevant to the services provided.

• Any changes to previously provided information must be communicated as soon as possible.

3. Clear Scope of Work

• Clients must clearly define the scope of work, goals, and objectives at the start of the project or service.

• Any requests for changes to the scope of work must be communicated and may be subject to additional terms or fees.

4. Adherence to Payment Terms

• Clients are responsible for adhering to agreed-upon payment schedules and terms. Failure to meet payment deadlines may result in delays or suspension of services.

5. Respect for Policies

• Clients are expected to follow company policies and procedures, including cancellation or refund policies, as outlined in our agreements or terms of service.

6. Collaboration and Cooperation

• A successful outcome requires mutual collaboration. Clients must actively participate by attending scheduled meetings, reviewing deliverables, and providing constructive feedback.

7. Responsible Use of Services

• Clients must use our services and deliverables responsibly and for their intended purposes. Unauthorized use or redistribution of our intellectual property is prohibited.

8. Confidentiality

• Clients must maintain the confidentiality of any proprietary or sensitive information shared during the course of our engagement. This includes not disclosing such information to third parties without prior consent.

9. Dispute Resolution

• In the event of a dispute, clients are encouraged to seek resolution through direct communication with our team. If a satisfactory resolution cannot be reached, the dispute may be escalated to mediation or arbitration as outlined in our terms of service.

This policy is designed to foster a productive and respectful working relationship. If you have any questions about these responsibilities, please reach out to us at Info@MetzgerFinancialConsulting .com