Credit Card Payments for Financial Planning


Does anyone allow for credit card payments to be made by clients for financial planning fees? If yes, are there any additional books and records/rules we need to follow for this?

Thank you!


  • I also have to consult a certified financial planner for my business financial plan and was having same question in my head. Want to make payment with the credit card for the planning service but was just not sure if there are any additional records/rules that should be followed. Anyone please help us!

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