Terms of Use

1. Initial Consultations & Scope of Service

Appointments scheduled through this website (including via Cal.com) and initial discussions are for informational, educational, and preliminary mentoring purposes only. Booking an appointment or contacting us does not:

• Establish a formal ongoing coach-client relationship or coaching representation agreement.
• Constitute certified financial planning, tax, accounting, or legal advice.
• Guarantee specific financial growth, wealth levels, or outcomes.

A formal ongoing coaching relationship is established only after you have entered into a signed Coaching Services Agreement with our business.

2. Accuracy of Website Content

Worksheets, goal calculators, tools, and written content on this website are provided for general illustrative and educational estimation only. Wealth strategies require individual client execution and depend on a variety of personal factors, decisions, and external economic conditions.

3. Appointment Scheduling & Cancellations

We reserve the right to decline, reschedule, or cancel any coaching or alignment session booked via Cal.com if the request falls outside our service parameters or if scheduling conflicts arise. We ask that you provide reasonable notice (typically 24–48 hours) if you need to reschedule or cancel a booked session.

4. Limitation of Liability

To the maximum extent permitted by law, our coaching business and its representatives shall not be liable for any direct, indirect, or consequential decisions made based on preliminary website content or unverified discussions prior to entering into a formal, signed coaching agreement.

5. Governing Law

These terms are governed by and construed in accordance with the laws of the Province of Nova Scotia and the applicable federal laws of Canada.