OBS Financial's office hours remain the same but due to "code red" we have temporarily closed our office to the general public and cannot meet with clients in person, however we have adjusted to web and phone meetings. 

Cancellations and No Shows

We understand that things come up. As we will be sending you appointment reminders to help you keep your appointment. We only ask in return that you notify us as soon in advance so we can use that time to serve other clients in cases where you must cancel. You can cancel your appointment online up to 24 hours in advance of your appointment at no charge. In cases where you do not have 24 hours, we will try our best to re-use the appointment for other clients. However if we are unable to do so, you will be charged as a no show.


All "No Show" appointments will be subject to a minimum charge of 50% of the appoinment fee, with a minimum charge of $65.00.  NO exceptions!!

Minimum Fee Policy

Our fees are based on a time and expense model. We use average time of appointments, preparation, communication and follow-up time to determine our rates.  In order to maintain low rates, we must charge for additional appointment time, communication and customer follow up.  So when you are scheduling your appointment, please take into consideration that the more time you schedule, the higher your minimum fee will be.


All fee's indicated when booking are minimum rates, additional fees may apply based on work required. Should you wish to see a complete list of our fees, Please visit our Pricing Guide on our Webpage.

In order to ensure our accuracy, and make sure you pay the least amount possible we ask that all clients complete our registration forms. New this year are 3 seperate forms: One for new clients, one for returning clients and one for deceased clients. Additional forms may be required based on your answers and tax situation.


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