Financial Fortress Terms and Conditions
Please read these terms and conditions before beginning any Financial Fortress program.
 
We Are Not Financial Advisors
Please note that your financial coach is not a licensed financial advisor. We can not and will not ever tell a client to buy or sell an individual security. All conversations are strictly based upon opinion and should not be taken as financial advice. This service is for educational and entertainment purposes only. 
 
Guarantee
We do not guarantee or promise any results. All results will be determined by yourself ultimately. Our job is to guarantee you have the right information, tools, and instructions to properly perform stock research and put you in the position to succeed. 
 
Using Our Service
The Financial Education coaching experience is a privilege that not all will get to experience. Our coaching staff is high quality and we expect that same standard out of our clients. Once beginning the program, you are acknowledging that you will not be given the information, handed stock picks, or looking for our coaches to make decisions for you. Instead, you will work side by side with our coaches to learn the content presented and put the work in to fully understand it.
The vast majority of work in this program will be done between sessions since each session only lasts an hour. It is your responsibility to perform the instructions given forth by the coach. Failure to follow these instructions or dedicate the time necessary to complete them may result in poor performance. We are not responsible for a lack of effort as the overwhelming majority of our clients succeed by following the instruction through and through. 
 
Scheduling Policy
Due to the volume of coaching clients we receive on a consistent basis it is very important that our coaching staff is not bogged down with clients for extended periods of time. This takes away opportunity from other coaching clients to have access to that coach or a coach in general. To ensure everyone makes it through the coaching program in an appropriate manner, we require that you schedule a coaching session every two weeks or forfeit that session. We will only allow a one time exception for not losing a session as we do understand that life happens. 
1on1 Coaching Length And Cancellation policy 
If you for any reason need to cancel your coaching appointment you will need to notify your coach 48 hours in advance. You are entitled to the time frame that was scheduled upon. Meetings that start late will not be extended to accommodate additional time. All sessions cancelled inside of this time period will result in use of that session. Please note that our coaches’ time is very valuable and when one cancels it not only burdens them but has taken away the opportunity for another coaching client to schedule a meeting.
 
After you are onboarded with Financial Fortress, you will have a certain amount of time to complete your 1on1 sessions. You may NOT continue your 1on1 coaching after the time expires. Please use your 1on1 coaching sessions within this timeframe.
 
6 sessions- 5 months from the date of your onboarding call, sessions expire
8 sessions- 6 months from the date of your onboarding call, sessions expire
12 sessions- 10 months from the date of your onboarding call, sessions expire
 
To Fully Experience and Gain The Most Benefit From Our Program, You Agree:
We are committed to providing all participants with a positive experience. Thus, Financial Fortress may, at its sole discretion, limit, suspend, or terminate your participation in any of its programs, live, recorded, social media-based or digital without refund or forgiveness of remaining payments if:
 
  • You become disruptive or difficult to work with; or you fail to follow the program guidelines; or, you impair the participation of our instructors or participants in our program(s)
 
Terms Of Sale
You hereby ratify your understanding that all program sales are non-refundable and waive any rights to charge-back your purchase with your credit card processor
 
If for any reason the client would want to cancel services, they must notify the Support Email listed below 48 hours before the refund policy expires. This cancelation notice must be submitted in writing over email to support@financialeducationjeremy.zendesk.com. In addition, you must schedule and take an exit interview with one of our team members over the phone to help us create a better experience for future partners.
 
 
 
Refund policy – 1-1 Coaching
One can not begin the coaching program until all agreed upon funds have been settled. 
Once settled you are entitled to a refund 30 days after your onboarding call. If you proceed to the first session and decide you would like a refund you will be charged the cost of that session and reimburse the rest, which varies based on which package you purchased. After the second session there is no refund policy and you are liable to fill out the program to its entirety under the terms and conditions. If you have any additional questions, please contact support@financialeducationjeremy.zendesk.com
 for additional information.
 
Refund policy – Group Coaching
One can not begin the coaching program until all agreed upon funds have been settled.
 You are not entitled to a refund 60 days after the signed document date . If you have any additional questions or concerns about refunds please feel free to contact support@financialeducationjeremy.zendesk.com
 for additional information.
 
 
Refund policy – Private Group/Courses
One can not begin the private group/courses until all agreed upon funds have been settled. Jeremys Private Stock Group and Financial Fortress courses have a 30 day refund policy after purchase. No refunds can be issued if over 30 days after purchase of product. If you need are within 30 days of purchase and would like a refund please reach out to support@financialeducationjeremy.zendesk.com
 for additional information.
 
7 Day Free Trial Cancellation Policy
If you elected to participate in the 7 day free trial, it is your responsibility to cancel before the 7th day if you with to cancel, you will not be automatically charged. Please use this link https://form.jotform.com/212714777534057 to cancel. If you do not upgrade your membership, you will be removed from the private group and applicable course lessons.
 
 
 
 
 
 
 

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