Our Terms of Business

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This document outlines the Terms of Business for Leap Family Capital & Financial Planning.

It details the scope of services provided, including financial advice, transaction execution, and arrangements with third-party service providers.

Understanding these terms is essential as it sets the foundation for how we engage with you and ensure that your financial needs are met in a compliant and professional manner.

By downloading this document, you'll gain clarity on our responsibilities, your obligations, and how we work together to help achieve your financial goals.