Website terms and advisory boundaries

Information, not an engagement

This website provides general information about Ledger + Leaf Advisory and selected climate topics. Using it or sending an inquiry does not create an advisory or professional-client relationship. Services, responsibilities, fees, confidentiality, and deliverables are governed by a separate written agreement.

Professional boundaries

Website content and advisory descriptions do not constitute legal advice, an independent assurance or audit opinion, certification, tax advice, investment advice, financing placement, or a guarantee of regulatory compliance or savings. Obtain appropriate specialist advice for the decision at hand.

Sources, dates, and uncertainty

Requirements, standards, and guidance change. Dated articles describe the sources reviewed and their limits. Confirm current requirements and applicability with qualified counsel. Estimates and scenarios involve assumptions and are not predictions.

Content and links

You may use the downloadable checklist for internal discussion and retain its attribution. Other site content and brand artwork should not be republished or altered without permission, except as permitted by law. Links to external resources do not imply an endorsement or partnership.

Questions or corrections

Email jmae.gabato@ledgerleafadvisory.com about this website or a possible correction.