Terms of Service – TruePath Wealth Coaching

Last Updated: February 20, 2025

 

Welcome to TruePath Wealth Coaching ("Company," "we," "us," or "our"). These Terms of Service ("Terms") outline the terms and conditions governing your use of our website (https://truepathwc.com) and our financial coaching services. By accessing our website or using our services, you agree to these Terms.

 

1. Services Provided

 

TruePath Wealth Coaching provides personalized financial coaching services for individuals and families. Our services include but are not limited to:

One-on-one financial coaching sessions (virtual)

Budgeting and debt reduction strategies

Financial planning and goal setting

Cash flow management and savings plans

General financial education

 

Disclaimer:

 

We do not provide investment, legal, or tax advice.

Coaching sessions are for educational and guidance purposes only and should not replace professional financial, legal, or investment advice from a licensed professional.

 

2. Eligibility to Use Services

 

By using our services, you confirm that you:


✔ Are at least 18 years old or have parental/guardian consent.
✔ Will provide accurate and truthful financial information.
✔ Understand that financial results vary, and we cannot guarantee specific financial outcomes.

 

3. Booking & Payment Terms

 

Consultations & Coaching Sessions

 

All bookings must be scheduled via Calendly or our website booking system.

Payments are processed securely through Stripe.

Payment is due in full before any coaching session unless otherwise agreed.

 

Refund & Cancellation Policy

 

Cancellations: Clients must provide at least 24 hours' notice to reschedule.

No-shows or late cancellations may result in a forfeited session fee.

Refunds are not provided once services have been rendered.

 

4. Client Responsibilities

 

Clients agree to:


✔ Provide honest and accurate financial information.
✔ Take full responsibility for applying financial strategies discussed in coaching sessions.
✔ Understand that financial improvement takes time and requires personal commitment.

 

We are not liable for any financial decisions made by the client based on coaching advice.

 

5. Confidentiality & Privacy

 

All client information is handled confidentially.

We do not store client financial data beyond what is needed to provide the service.

See our Privacy Policy for more details on data protection.

 

6. Limitations of Liability

 

TruePath Wealth Coaching and its representatives are not liable for:

 

Any financial losses, missed payments, or debt-related consequences resulting from client decisions.

Any reliance on coaching advice for investment, tax, or legal decisions.

Any technical issues with our website, scheduling system, or payment processors.

 

7. Third-Party Services

 

We utilize third-party tools and services such as:

 

Stripe (for payments)

Calendly (for scheduling)

HubSpot (for contact forms and CRM)

QuickBooks (for financial tracking)

Google Tools (for analytics and website performance)

Each third-party provider has its own privacy policy and terms. We encourage you to review them before using our services.

 

8. Intellectual Property

 

All content, branding, materials, and coaching resources provided by TruePath Wealth Coaching are owned by us and may not be copied, distributed, or resold without permission.

Any unauthorized reproduction of our content may result in legal action.

 

9. Dispute Resolution

 

If a dispute arises, we encourage good faith communication to resolve the matter.

Any legal disputes shall be governed by the laws of California, USA.

 

10. Changes to These Terms

 

We reserve the right to update these Terms at any time. Any changes will be posted on this page with the last updated date at the top.

 

11. Contact Information

 

For any questions about these Terms, please contact us:

📧 Email: info@truepathwc.com
📞 Phone: 562-643-7435
🌐 Website: https://truepathwc.com