Does the firm take custody?
No. Flamboyant Fortune Financial Inc. does not buy, sell, or take custody. Title stays with you.
Is this a software subscription?
No. The retainer is for advisory work. Stewardship Ledger is the working file that comes with the mandate.
What happens after checkout?
Stewardship Ledger opens empty. You add the assets that belong on the file. Billing is once, in advance, for the year.
How is the retainer confirmed?
Checkout records the selected mandate and billing details. The firm confirms the retainer and follows up at the email on the file.