Policies & Procedures

Grievance Procedures

If you have concerns, you should have a clear path toward resolution.  We have created a grievance procedure to provide clients with an opportunity to formally communicate their concerns.

Your input is valuable to us.  It is important to our firm that we are aware of your concerns so that we may begin working towards a common solution.

Your Clear Path Towards Resolution

Mutual Commitments Agreement


Download Mutual Commitments Agreement

Client Appointment Agreement


Download Client Appointment Agreement