CODE OF ETHICS
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Confidentiality
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We keep all client information confidential and will use
proprietary client information only with client's
permission.
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We will not use client information to benefit self or firm, or
reveal this information to others.
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- Client Care:
- We are on time.
- We are honest with the client at all times. We work our hardest and to
the best of our ability.
- We serve our clients with integrity, competence and treat them with respect
and courtesy.
- We are fully present with the client and therefore, do not bring personal
life into the time we are acting as a consultant.
- We stay positive and solution oriented at all times.
- We advertise our services in an honest manner and promote Savvy Solutions
with enthusiasm, passion and loyalty.
- We communicate fees and expenses in advance to the client.
- We bill and collect fees according to written agreement (typically on
the day of service or as otherwise agreed in writing).
- We make recommendations for products and services with our client's
best interests in mind.
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