Disclosures & Policies.
Read carefully before engaging services. Submitting an intake or payment constitutes acknowledgment of these disclosures and policies.
Non-Attorney Legal Disclosure
PF Consulting Firm is not a law firm and does not provide legal advice, legal strategy, legal opinions, attorney-client privilege services, or courtroom representation. Legal document preparation services are completed strictly from client-provided information. Clients remain responsible for reviewing all documents, confirming accuracy, meeting deadlines, filing documents, and paying all court, government, recording, agency, or filing fees unless otherwise stated in writing.
Florida UPL-Compliant Service Boundary Disclosure
PF Consulting Firm's non-attorney legal document preparation services are structured within Florida UPL-compliant service boundaries. PF Consulting Firm does not select legal strategies, advise clients what legal position to take, interpret law for clients, predict legal outcomes, or represent clients in court.
Healthcare & Financial Services Disclosure
Healthcare, licensing, credentialing, financial, IRS administrative, business, and operational consulting services are advisory and administrative in nature. PF Consulting Firm does not provide medical advice, legal advice, investment advice, tax advice requiring licensure, or financial advice requiring professional licensure. Clients remain responsible for confirming all regulatory, licensing, tax, financial, medical board, and compliance obligations with the appropriate licensed professional, agency, board, or government authority when necessary.
Notary & Remote Notary Disclosure
PF Consulting Firm may provide notary and remote notary services where available and permitted. Notary services verify identity and notarize eligible signatures. Notary services do not include legal advice, document selection, legal drafting, legal interpretation, or recommendations regarding the content or legal effect of a document. Clients are responsible for presenting valid identification, complete documents, required witnesses when applicable, and accurate signing information.
Client Responsibility Policy
Clients are responsible for providing complete, accurate, and current information; reviewing all drafts; observing all deadlines; uploading required supporting documents; and confirming all regulatory, licensing, medical board, court, or filing requirements with the appropriate authority.
Filing & Government Fee Disclosure
Clients are solely responsible for filing prepared documents with the appropriate court, government agency, board, or third party, and for paying all required court, government, recording, agency, and filing fees, unless filing services are explicitly included in writing.
Payment Policy
Payment is required before drafting, consulting, preparation, licensing support, application work, notary scheduling, remote notary scheduling, or administrative work begins unless otherwise stated in writing. Before payment, the client must complete the correct intake form, questionnaire, application, disclosure acknowledgment, policy acknowledgment, and document upload process so the payment matches the approved service category.
Non-Refundable Work Policy
All work is non-refundable once work begins, documents are prepared, applications are reviewed, intake is processed, consulting time is reserved, notary scheduling is confirmed, remote notary scheduling is confirmed, licensing work begins, document review begins, or administrative services are initiated, unless otherwise required by written agreement or applicable law.
Processing Fee Policy
Processing fees may apply depending on payment method (credit card, PayPal, Zelle, or other approved channels). Processing fees are disclosed before payment is finalized.
Revision Policy
Client review is part of the process. Clients are responsible for reading all drafts thoroughly, verifying every fact, and submitting requested corrections in writing. One revision round is included unless otherwise stated in the engagement agreement.
Rush / Expedited Service Policy
Rush or expedited service is available only when approved in writing before payment. Additional rush fees may apply.
Upload & Document Submission Policy
Clients are responsible for uploading complete, legible, and accurate supporting documents through the approved client upload portal. Incomplete or illegible uploads may delay service.
SMS / Email Communication Consent
By submitting an intake, RSVP, or contact form, clients consent to receive service-related SMS, email, and phone communication from PF Consulting Firm. Clients may opt out at any time by replying STOP or contacting Admin@PFConsultingFirm.com.
Review & Testimonial Authorization
Clients who submit testimonials, reviews, or feedback authorize PF Consulting Firm to display them publicly on the website, marketing materials, and social channels unless they explicitly opt out in writing.
Photo / Testimonial Display Authorization
Photos submitted with testimonials or taken at PF Consulting Firm events (including Network for Net Worth™) may be displayed publicly unless the attendee or client opts out in writing.
Privacy Policy
Information provided by clients is treated as confidential and used solely to deliver the requested services. We do not sell personal information. Information may be disclosed only as required to deliver services or as required by law.
Terms of Use
Use of this website constitutes acceptance of these terms and all posted policies. Content is provided for informational purposes and does not constitute legal, medical, financial, or tax advice.