Code of ethics

Safeguard Confidential Information: I am committed to protecting the confidentiality of all client information. Unauthorized disclosure is strictly prohibited.

Render Impartial, Independent Advice: I provide unbiased and independent advice to all clients, free from conflicts of interest.

Accept Only Qualified Engagements: I undertake projects only when we have the necessary expertise and resources.

Develop realistic and practical solutions. My focus is on providing actionable solutions that address the client's unique challenges.

• Conflicts of interest will be addressed on a case-by-case basis. A third-party arbitrator may be involved to ensure fairness and impartiality.

• Employees, referrals, and contracted organizations are expected to align with the beliefs, values, and goals established by the client.

• I prioritize working with individuals and organizations that are committed to improving their communities through volunteer services and charitable acts.

• Actions that compromise my ability to serve my clients or community will not be tolerated.