Appointment Policy Reminder:

Dear Valued Client,

As part of our commitment to providing excellent service, we want to remind you of our appointment policy. Your time and ours are valuable, and we strive to make the most of every scheduled meeting.

Cancellation Policy: We understand that unexpected situations arise, and plans may need to change. You have a two-hour window before your appointment time to cancel or reschedule without incurring any penalties. However, please be aware that after two missed appointments or last-minute cancellations outside this window, a fee will be charged for rebooking, or we may be unable to schedule future appointments.

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Respect for Time: Our team of financial advisors is dedicated to serving you effectively. By honoring your scheduled appointments, you help us maintain an efficient schedule for all our clients.

Reach Out: If you foresee any conflicts or need assistance with scheduling, please don't hesitate to contact us. We're here to help find a convenient solution for you.

By communicating these policies upfront, we aim to foster mutual respect and understanding between us and our clients. Thank you for your cooperation.

Warm regards,

Caldwell Wealth Management, LLC