Service Agreement
Effective upon acceptance of this agreement, you agree to the following terms and conditions regarding your financial review and analysis.
Scope of Service
SpendReveal provides a comprehensive 90-Day Financial Review. This includes a detailed analysis of your income, spending categories, recurring bills, and identification of money leaks. We will provide a recommended monthly budget and a polished Financial Review PDF report.
Client Responsibilities
You are responsible for providing accurate and complete transaction history for the 90-day period. This data is essential for our analysis and should be submitted through our secure client portal. You must also provide a brief description of your financial goals during the intake process.
Confidentiality & Security
We maintain the strictest confidentiality regarding your financial data. All transaction history and personal information provided through the secure portal are processed solely for the purpose of your review. We do not share this information with third parties without your explicit consent.
Limitations of Liability
SpendReveal is not a CFP, investment adviser, fiduciary, tax adviser, attorney, or accountant. Our service focuses on budgeting, cash flow analysis, and financial organization. We do not provide individualized securities, tax, legal, or accounting advice. Savings are not guaranteed.