We’d like to remind families of the following expectations as we get started in our advising relationship:
Please be prompt in your responses to emails and texts.
Please disclose all medical history (including dietary restrictions, allergies, any recent hospitalizations (last 12 months) or ongoing mental health challenges) that is pertinent to our advising relationship as soon as possible. We will use this information to help make recommendations that are appropriate to your medical history. This disclosure is confidential.
If you miss a call or in-person meeting without prior notification, the allotted time scheduled will be deducted from the retainer.
If you refrain from responding to texts, emails or phone calls after reasonable attempts have been made, Susan will contact both adults to check in. If there is still no response, Susan will let the file go dormant until the family responds.
