Effective Date: December 2024
By accessing Finzi's platform and utilizing our financial consultation services, you enter into a binding agreement with us. These terms outline the framework of our professional relationship and your rights as our client.
Our services are exclusively designed for individuals who meet specific criteria:
Finzi delivers boutique financial consulting focused on credit optimization and personal finance strategy. Our expertise includes credit card analysis, spending optimization, and financial goal planning.
As independent financial consultants, we maintain strict professional standards. Our recommendations are based on industry best practices and your individual circumstances, not influenced by third-party commissions or partnerships.
Successful financial consulting requires active participation from our clients:
Our fee structure is transparent and performance-oriented:
Financial decisions carry inherent risks. While we provide expert guidance, market conditions, credit policies, and personal circumstances can affect outcomes. Clients acknowledge that past performance doesn't guarantee future results.
We maintain bank-level security for all client information. Financial data is encrypted, access is restricted, and we never share personal information without explicit consent, except as required by law.
Should disagreements arise, we prefer collaborative resolution through direct communication. If formal dispute resolution becomes necessary, binding arbitration will be conducted under American Arbitration Association rules.
Either party may terminate our professional relationship with written notice. Upon termination, all outstanding fees become due, and confidentiality obligations continue indefinitely.
These terms are governed by federal and state laws applicable to financial advisory services. Any provisions deemed unenforceable will not affect the validity of remaining terms.
We reserve the right to update these terms as our services evolve or legal requirements change. Significant modifications will be communicated directly to active clients with reasonable advance notice.
Questions about these terms or our services can be directed to our support team:
Email: info@finzi.live
Response Time: Within 48 hours during business days
We appreciate your trust in Finzi for your financial advisory needs and look forward to helping you achieve your financial objectives.