The nature of our work requires transparency and honesty. As members of the American Association of Daily Money Managers (AADMM) and the National Association of Professional Organizers (NAPO), we abide by their codes of ethics not simply because of the legal requirements but because it’s the right thing to do.
Working With Integrity
We treat clients, their family members, colleagues, and caregivers with fairness, discretion, and integrity. We maintain high standards in our work, representing our clients with professionalism and competence. We hold ourselves accountable to our clients, serving them to the best of our abilities.
Maintaining Dignity & Privacy
We respect our clients’ personal information. We protect their right to privacy and maintain confidentiality. In the course of work, sharing information with others may be required. During those instances, we share personal and private information only when given appropriate permission.
Disclosing Fees & Making Recommendations
Before we begin work, our clients receive a statement of work with associated fees and expenses. Whenever we make recommendations for products and services, we do so with our clients’ best interests in mind. We avoid conflicts of interest and will disclose when dual relationships are present.