Terms and conditions

Welcome to FinSync Solutions. FinSync provides operational consulting services to financial advisory firms focused on improving client onboarding, communication, and internal workflows. By engaging FinSync for consulting or related services (the “Services”), you (“Client,” “you,” or “your”) agree to the following Terms and Conditions.

Definitions

“FinSync,” “we,” “our,” or “us” refers to FinSync Solutions, LLC and its representatives.
“Client,” “you,” or “your” refers to the individual or organization engaging FinSync.
“Services” refers to any consulting, process review, workflow design, communication standardization, or related support provided by FinSync.
“Agreement” refers to the understanding formed when you accept a proposal, authorize work to begin, or agree to these Terms and Conditions.

Engagement and scope of work

Scope of services: The nature of the Services, including deliverables and timelines, will be outlined in a proposal, engagement summary, or similar written communication.

Acceptance: Engagement begins when you approve a proposal, submit payment, or otherwise authorize work to proceed.

Changes to scope: Any changes to the agreed scope of work must be confirmed and may result in adjustments to fees or timelines.

Fees, invoicing, and payment

Fees: Fees for Services will be outlined in advance. Unless otherwise stated, fees do not include applicable taxes.

Payment terms: Payment is due within the timeframe stated on the invoice. FinSync reserves the right to pause Services in the event of non-payment.

Cancellations or rescheduling: If Services are canceled or postponed, FinSync may charge for work already completed or any non-recoverable time committed.

Client responsibilities

Client participation: Clients agree to provide timely information, feedback, and access necessary to complete the Services.

Implementation: FinSync provides recommendations and structured guidance. The Client is responsible for implementation unless otherwise agreed.

Professional conduct: All interactions are expected to remain professional and respectful.

Intellectual property

Ownership: All materials, templates, frameworks, and documentation created by FinSync remain the property of FinSync unless otherwise agreed in writing.

Usage: Clients may use delivered materials internally for their intended purpose. Materials may not be shared, reproduced, or distributed externally without prior written permission.

Client materials: Any information or materials provided by the Client remain the Client’s property.

Confidentiality

Confidential information: Both parties agree to keep confidential any non-public information shared during the engagement.

Exceptions: Confidentiality does not apply to information that is already public, independently developed, or required to be disclosed by law.

General experience: FinSync may reference general insights or learnings from engagements in a non-identifiable way.

Privacy

Data handling: FinSync will only collect and use information necessary to deliver the Services.

Data protection: Personal or business information will not be shared with third parties without consent, except where required by law.

Limitation of liability

Scope of responsibility: FinSync provides advisory and consulting services based on experience and best practices. Outcomes may vary depending on implementation.

Liability limitation: FinSync is not liable for indirect or consequential damages. Total liability is limited to the fees paid for the specific engagement.

Termination

Either party may end the engagement with written notice. Any work completed up to that point will be invoiced accordingly.

Changes to services

FinSync reserves the right to adjust scheduling, delivery format, or timelines if necessary. Any material changes will be communicated.

Governing law

These Terms and Conditions are governed by the laws of Missouri, and any disputes will be resolved in that jurisdiction.

Entire agreement

These Terms and Conditions, along with any proposal or written agreement, represent the full understanding between both parties and replace any prior discussions.