Before booking, verify the professional’s identity, specialty, licenses or registrations, states served, fees and conflicts. Confirm whether the meeting creates a professional relationship and what engagement documents are required.
Prepare a short timeline, focused questions and only the documents requested through a secure channel. Do not place sensitive contracts, tax records or medical information into general messages.
Review cancellation terms, platform or referral fees and privacy practices before payment. A verified profile indicates reviewed information, not endorsement or a guaranteed outcome.
