My first duty is loyalty to the individual in transition. I will always provide services and recommendations based on his or her needs and concerns, with respect for my client’s belongings and life expectations.
I will honor my clients’ feelings and perspectives and respect their right to determine their futures. If I determine to end service to my client, I will recommend other providers for whom he or she may receive assistance.
I will keep confidential any confidence that I am given or that I may learn. I will disclose information to others only with my client’s permission or if I am compelled to do so by a belief that my client or other individuals will be seriously harmed by my silence. I will not use confidential information to benefit my firm or myself.
I will strive to ensure cooperation among all individuals involved in providing services to my clients.
I will offer services only in those areas for which I am qualified and will accurately represent those qualifications both verbally and in written communication. When unable or unqualified to fulfill requests for services, I will recommend other qualified professionals.
I will refer my client only to services and organizations I believe to be competent and appropriate to address their needs.
I will treat my clients with respect and compassion. I will respect my clients’ belongings, whatever their condition or material value, and will value their life experiences.
I will take responsibility and accountability for my actions and for the actions of my employees or individuals presented as part of my firm. I will assume responsibility to learn about and comply with all laws that pertain to my business.
I will serve my clients with integrity, competence and objectivity. I will accurately represent my services, both verbally and in writing. I will communicate my fees in advance and will provide a written contract that describes the services to be provided and my charging methodology.
I will not promote or sanction any form of discrimination.
I will further my knowledge through continuing education. I will support my profession by active participation in NASMM and by encouraging the ethical behavior of colleagues.