Financial Clarity Assessment

Cancellation Policy

Payment This session requires full payment of $97 at the time of booking. Your spot is only confirmed once payment is received. Document Submission This Assessment is built around a real review of your finances, not a general conversation. After booking, you'll receive a secure link to upload your last 2-3 months of bank and/or credit card statements. Documents must be submitted at least 48 hours before your scheduled session so there's time to properly prepare your analysis. If documents are not received by this deadline, your session will need to be rescheduled to a time that allows for adequate preparation. This protects the quality and value of the session for you. Rescheduling You're allowed one reschedule per booking, with at least 48 hours' notice, at no additional cost. If you need to reschedule again after that, a new $97 booking will typically be required. If a genuine emergency prevents you from giving proper notice, please contact us as soon as possible — we understand that life doesn't always follow a calendar, and we'll do our best to find a solution that works for both of us. Cancellations and Refunds Because this fee reflects real preparation time and document review, payments are non-refundable, and the one-reschedule limit above applies in standard circumstances. That said, life happens — in cases of genuine emergency (illness, family emergency, or similar unforeseen circumstances), please reach out as soon as possible and we'll work with you to reschedule or make other arrangements at our discretion. Privacy All financial documents you submit are used solely to prepare for and conduct your session. They are handled securely and are not shared with any third party. Session Format Sessions are conducted virtually via Zoom and last approximately 60 minutes. A link will be provided upon confirmation of your booking and submitted documents.

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