expectations

  To decide whether we are the right partner, the first step is to book a private and confidential consultation call with one of our associates. This 1:1 call will be all about you and your needs. We will explore proven strategies, available funding programs, etc., that may best suit you. 

  Once we have decided to work together, we will send applicable documents and invite you to read them (or have your law firm review them for you), sign them, and return them to us. To engage in any banking-related activity, we need to know whom we are working with (person or corporation) and ensure we have all the required legal paperwork.

  Until a transaction completes, all follow-up calls related to the same project or a new project are considered consultation calls and must be paid. If we have not met in person, a video call via Zoom or Signal is mandatory.

  We acknowledge the importance of professionalism with our clients, which is why we strive to provide an outlined foundation of trust, transparency, and the ability to execute the interaction correctly.