These terms and conditions outline the rules and regulations for the use of our website.

By accessing this website, we assume you accept these terms and conditions. Do not continue to use West Grove Wealth if you do not agree to all of the terms and conditions stated on this page.

Services West Grove Wealth provides financial coaching services for educational and informational purposes only. Financial coaching is not financial advising. We do not manage investments, execute trades, or provide personalized investment recommendations.

Not Financial Advice Nothing on this website or communicated during coaching sessions constitutes financial, legal, or tax advice. You are responsible for your own financial decisions. We strongly encourage you to consult qualified professionals for advice specific to your situation.

Payment All fees are clearly stated in advance. Payment is due at the time of booking. West Grove Wealth uses secure third-party payment processing through QuickBooks. By completing payment, you agree to these terms in full.

Cancellation and Rescheduling We ask for at least 24 hours notice to reschedule a session. Sessions canceled or missed with less than 24 hours notice may be rescheduled one time as a courtesy. Subsequent late cancellations or no-shows will be considered forfeited.

Refund Policy All sales are final. No refunds are offered once a session has been booked or a coaching package has begun. Unused sessions within a package do not roll over, transfer, or convert to refunds or credits. We stand behind the quality of our work and encourage you to reach out at any time if you have concerns about your experience.

Confidentiality West Grove Wealth will not disclose your participation in any services or share any information you provide without your express consent, except as required by law. We ask that you treat any materials, frameworks, or tools shared during coaching as proprietary to West Grove Wealth.

Session Recording Coaching sessions conducted over Zoom are recorded and transcribed using Fireflies, an AI-powered note-taking tool, for the sole purpose of generating session summaries and action items. By booking a session you consent to this recording. If you do not wish to be recorded, please notify us before your session begins and we will accommodate your request.

Termination Either party may terminate the coaching relationship at any time. West Grove Wealth reserves the right to discontinue services immediately in the event of inappropriate, disrespectful, or harmful behavior. Termination does not entitle the client to a refund for any sessions already booked or packages already begun.

Intellectual Property All content on this website, including text, graphics, tools, calculators, and materials shared during coaching, is the property of West Grove Wealth and may not be reproduced without written permission.

Limitation of Liability West Grove Wealth is not responsible for any financial outcomes resulting from actions taken based on coaching sessions or website content. Our liability is limited to the amount paid for the specific service in question.

Dispute Resolution In the event of a dispute, both parties agree to first attempt resolution directly via email at info@westgrovewealth.com before pursuing any other action.

Changes We reserve the right to update these terms at any time. Continued use of this site constitutes acceptance of any changes.

Contact Questions? Reach us at info@westgrovewealth.com.