Client Services
Leveraging Financial Knowledge, LLC, provides a number of client services to streamline your interaction and access to Financial-LifeSkills(TM) and Accounting Services.
AppointmentsLeveraging Financial Knowledge, LLC prefers to schedule meetings with clients to ensure they get our full attention. Introductory meetings are complimentary so that we may determine if we are a fit for each other.
|
Client PortalLeveraging Financial Knowledge, LLC, provides a client portal to streamline communications and information sharing in a secure environment. Your data is important and security is vital.
If you do not have a link or logon, please contact us. Note: Client portal in development, please contact us for more information. |