Mrand Mrs [redacted] (clients) did retain me in December to assist them in preparing a personal budget The clients had busy schedules and it was difficult for them to be available for appointmentsOffering evening or Sunday appointments did not help It was agreed upon at the beginning that the clients needed to be involved in process Specifically, they needed to provide details on their earnings and on their spending Since these clients were anxious to start and did not appear to have extra time, as an added service (for no extra fee), I prepared spreadsheets to assist with our discussionsThey did not follow my requests to use other programs which would automate the process nor did they follow up with other agreed upon suggestions made during our phone calls The last email was a request from me asking whether they had completed several items we agreed upon and for a date for the three of us to speak That email was never answered According to my phone records, I have not received any calls from these clients since our last contact in February
Mr. and Mrs. [redacted] (clients) did retain me in December 2013 to assist them in preparing a personal budget. The clients had busy schedules and it was difficult for them to be available for appointments. Offering evening or Sunday appointments did not help.
It was...
agreed upon at the beginning that the clients needed to be involved in process. Specifically, they needed to provide details on their earnings and on their spending. Since these clients were anxious to start and did not appear to have extra time, as an added service (for no extra fee), I prepared spreadsheets to assist with our discussions. They did not follow my requests to use other programs which would automate the process nor did they follow up with other agreed upon suggestions made during our phone calls.
The last email was a request from me asking whether they had completed several items we agreed upon and for a date for the three of us to speak. That email was never answered. According to my phone records, I have not received any calls from these clients since our last contact in February 2014.
Mrand Mrs [redacted] (clients) did retain me in December to assist them in preparing a personal budget The clients had busy schedules and it was difficult for them to be available for appointmentsOffering evening or Sunday appointments did not help It was agreed upon at the beginning that the clients needed to be involved in process Specifically, they needed to provide details on their earnings and on their spending Since these clients were anxious to start and did not appear to have extra time, as an added service (for no extra fee), I prepared spreadsheets to assist with our discussionsThey did not follow my requests to use other programs which would automate the process nor did they follow up with other agreed upon suggestions made during our phone calls The last email was a request from me asking whether they had completed several items we agreed upon and for a date for the three of us to speak That email was never answered According to my phone records, I have not received any calls from these clients since our last contact in February
Mr. and Mrs. [redacted] (clients) did retain me in December 2013 to assist them in preparing a personal budget. The clients had busy schedules and it was difficult for them to be available for appointments. Offering evening or Sunday appointments did not help.
It was...
agreed upon at the beginning that the clients needed to be involved in process. Specifically, they needed to provide details on their earnings and on their spending. Since these clients were anxious to start and did not appear to have extra time, as an added service (for no extra fee), I prepared spreadsheets to assist with our discussions. They did not follow my requests to use other programs which would automate the process nor did they follow up with other agreed upon suggestions made during our phone calls.
The last email was a request from me asking whether they had completed several items we agreed upon and for a date for the three of us to speak. That email was never answered. According to my phone records, I have not received any calls from these clients since our last contact in February 2014.