Mortimer Consulting, LLC

Terms & Conditions for Coaching Services
 (Applies to both Personal Finance Coaching and Business Coaching)

Thank you for making Mortimer Consulting a part of your growth journey. These Terms & Conditions (“Terms”) apply to all coaching services provided by Mortimer Consulting, LLC (“Company,” “we,” or “us”). By purchasing a package, scheduling an appointment, or using our services, you agree to the following:

Section 1: Scheduling Appointments

Appointments are scheduled using the link provided at checkout or emailed to you after purchase. You may also contact us directly. Appointments may be conducted via video conference, over the phone, or in person when available.

We respect your time and ask that you honor your scheduled appointment. If you need to reschedule, please provide at least 24 hours’ notice (see Section 9).

Section 2: Spousal and Business Partner Participation

• Personal Finance Coaching: If you are married, both spouses are strongly encouraged to participate in all sessions. If one spouse cannot attend, the session may be rescheduled.
  
• Business Coaching: If you have a business partner (who is not a spouse), they should not participate in regular sessions unless otherwise agreed. For 12-month packages, business partners may join quarterly reviews and annual strategic planning events.

Section 3: Pricing

All prices are listed in U.S. dollars, excluding applicable taxes and payment processing fees. Prices may change at any time, but the price applied to an order is the one stated at the time of purchase.

Section 4: Your Information

When placing an order, you may be asked to provide information such as your name, email, phone number, billing/shipping address, and payment details.

You represent and warrant that:

1. You have the legal right to use any payment method you provide.
   
2. The information you supply is true, correct, and complete.
   

By submitting your information, you grant us the right to share necessary details with third-party processors to complete your order.

Section 5: Payment

Payment is due immediately upon order. Accepted methods include major credit/debit cards and online processors (e.g., PayPal). If your card issuer does not authorize payment, services cannot proceed.

Note: Please do not go into debt for coaching services.

Section 6: Refund & Cancellation Policy

Coaching services are non-refundable as they are a fee-for-time service.

• Monthly Plans: You are responsible for scheduling your monthly sessions. Missed months are still billed. Contact us prior to the end of the month for scheduling accommodations at our discretion.
  
• Multi-Month Plans (3, 6, or 12 months): Cancellation is only allowed for the next renewal period. Cancellations are not permitted during the active plan period, regardless of upfront or installment payments.
  

Section 7: Coaching Services

• Personal Finance Coaching: Sessions are typically 1 hour, with follow-up sessions of 15–20 minutes where applicable. Group coaching may include 10–20 participants. Complimentary 1-on-1 sessions (if included) are available at the end of the membership term.
  
• Business Coaching: Sessions are tailored to your business needs. For longer-term packages, quarterly reviews and strategic planning sessions are included.
  

In all cases, you are responsible for actively participating, completing assignments, and implementing strategies discussed.

Section 8: Paperwork

You may be required to complete preliminary forms (financial snapshot, business snapshot, or other preparatory documents). You are responsible for providing accurate and complete information.

Section 9: Rescheduling Appointments

If you need to reschedule, please notify us at least 24 hours in advance by phone, text, or email.

Section 10: Modifying Service Plans

Requests to change your service plan should be made during your next scheduled session so we can adjust accordingly.

Section 11: Confidentiality Policy

We keep confidential all matters discussed, documents shared, and information provided, unless you provide written consent to release specific details.

For group coaching, confidentiality cannot be guaranteed due to other participants. Please be mindful of what you share in group settings.

Note: For advertising and analytics purposes, some website usage data may be shared with third-party platforms like Meta (Facebook/Instagram). See Section 15 for details.

Section 12: Disclaimer

Coaching is intended to provide educational guidance. We do not provide legal, accounting, or investment advice. For such services, please consult the appropriate licensed professionals.

Section 13: Changes to These Terms

We may update these Terms at our discretion. Material changes will be communicated with reasonable notice. Continued use of services constitutes acceptance of revised Terms.

Section 14: Company Information

Mortimer Consulting, LLC
 1819 Sardis Rd N, Suite 350
Charlotte, NC 28270

Section 15: Use of Facebook Business Tools

Our funnels and websites use Meta (Facebook/Instagram) Business Tools such as the Facebook Pixel. These tools collect information (“Event Data”) about actions on our site (e.g., page views, purchases, form completions). In some cases, hashed contact details (e.g., email) may also be shared for ad targeting.

This data is used to:

• Measure ad performance
  
• Build custom or lookalike audiences
  
• Improve ad relevance and site experience
  

We do not share sensitive data (such as health, banking, or children’s data) with Meta.

Users can control preferences or opt out of targeted ads at:

• http://www.aboutads.info/choices (US)
  
• http://www.youronlinechoices.eu (EU)
  

Section 16: Cookies and Tracking

Our funnels use cookies and tracking technologies, including third-party cookies, to enhance your experience and support advertising. In jurisdictions where consent is required, we will obtain consent before enabling cookies.