Complaints Policy
At Planning by Lisa, we are committed to providing professional service and maintaining strong relationships with our clients. If you have a concern or complaint regarding our services, we encourage you to bring it to our attention so that we can work toward a fair and timely resolution.
How to Submit a Complaint
Complaints may be submitted in writing by email or mail and should include:
Your name and contact information
A description of your concern or complaint
Relevant dates, documents, or supporting information
The outcome you are seeking, if applicable
Complaint Review Process
Once a complaint is received, we will:
Acknowledge receipt of your complaint.
Review the information provided and any relevant documentation.
Investigate the matter fairly and objectively.
Communicate our findings and any proposed resolution in a timely manner.
Response times may vary depending on the complexity of the matter, but every effort will be made to respond as promptly as possible.
Escalation
If a complaint cannot be resolved satisfactorily through our internal review process, clients may have access to additional dispute resolution or regulatory resources, depending on the nature of the services provided and applicable regulatory requirements.
Contact Information
Planning by Lisa
Email: lisa@planningbylisa.com
Phone: 604.781.7139
Website: www.planningbylisa.com
We value your feedback and view complaints as an opportunity to improve our services and client experience.