Terms & Conditions

By using the website and services of The Financial KIT LLC, you agree to the following terms and conditions.

Services Provided

The Financial KIT LLC offers:

Fiduciary Responsibility

We are committed to acting in the best interest of our clients in accordance with fiduciary standards in financial planning services. All recommendations are made with transparency, care, and professionalism.

Notary & Estate Services Disclaimer

Estate planning and notary-related services may be provided in coordination with third-party providers such as Netlaw, which is owned by a law firm.
We are not attorneys and do not provide legal advice. Clients are encouraged to seek independent legal counsel when necessary.

Payments & Refunds

We do not process payments through this website. All service fees are discussed and agreed upon prior to service. Refunds are not issued through this platform.

Scheduling & Cancellations

Appointments are scheduled based on availability. Clients are expected to provide accurate information. Failure to appear or last-minute cancellations may affect future scheduling.

Limitation of Liability

The Financial KIT LLC is not liable for decisions made based on information provided through our services. Clients are responsible for their own financial and legal decisions.

Changes to Terms

We reserve the right to update these terms at any time. Continued use of our services constitutes acceptance of any changes.