Terms and Conditions

Antrim Financial Coaching, LLC

Last Updated: June 2026

Please read these Terms of Agreement and Conditions (“Terms”) carefully before using our website, scheduling a session, or enrolling in any program offered by Antrim Financial Coaching, LLC (“we,” “us,” or “our”). By accessing our website at https://antrimfinancialcoaching.com, booking an appointment, or purchasing a coaching program, you agree to be bound by these Terms.

1. Services Offered

Antrim Financial Coaching, LLC provides the following services:

• One-on-One Coaching Sessions: Personalized financial coaching conducted virtually or in person if in the Northeast Indiana vicinity via scheduled appointments through our online calendar.

• Group Coaching: Coaching sessions conducted in a group setting, which may be held virtually or in person as specified at the time of enrollment.

• Online Courses and Programs: Self-paced or scheduled digital programs covering financial topics, delivered through our online platform.

• Free Discovery Calls: Complimentary introductory sessions offered to prospective clients to

discuss their needs and explore whether our coaching services are a good fit.

2. Booking and Scheduling

Appointments are scheduled through our online calendar, powered by FG Funnels. By booking a session, you confirm that the information you provide is accurate and complete.

You are responsible for ensuring you have the necessary technology (such as a reliable internet connection and video conferencing capability) to attend virtual sessions. We are not responsible for technical difficulties on your end that prevent you from attending a scheduled session.

3. Cancellation and No-Show Policy

We understand that life happens. We ask that you provide as much notice as possible if you need to cancel or reschedule a session. The following guidelines apply:

• Cancellations with notice: If you need to cancel or reschedule, please do so at least 24 hours

before your scheduled appointment using the link provided in your confirmation email or by sending

us a text or phone message.

• Late cancellations: Cancellations made less than 24 hours before a session may be counted as a

used session at our discretion, particularly for paid packages.

• No-shows: If you do not attend a scheduled session without prior notice, that session may be

forfeited without a refund or makeup session, at our discretion.

• Our cancellations: In the rare event that we need to cancel or reschedule, we will notify you as

soon as possible and work with you to find an alternative time.

4. Payments and Fees

Free discovery calls are offered at no charge. Paid coaching packages and programs must be paid in full or according to the payment plan specified at the time of purchase, unless otherwise agreed upon in writing.

All prices are listed in U.S. dollars. We reserve the right to change our pricing at any time, though any changes will not affect packages already purchased.

5. Refund Policy

We handle refund requests on a case-by-case basis. If you are not satisfied with your coaching experience, please contact us directly and we will work with you to find a fair resolution.

Refund eligibility may depend on factors including the number of sessions already completed, the type of program purchased, and the circumstances of the request. We are not obligated to issue refunds but will always aim to address concerns in good faith.

Money Clarity Sessions are not eligible for refunds once the session has been held.

Refunds are not provided for coaching sessions that have already been held or for a course or other program that has already been completed.

6. No Guarantee of Results

Financial coaching is an educational and supportive service. While we are committed to providing high-quality guidance, we cannot guarantee specific financial outcomes or results. Your results will depend on many factors, including your personal financial situation, your effort and commitment, and circumstances outside our control.

Nothing shared during coaching sessions constitutes legal, tax, accounting, or investment advice. We strongly recommend consulting with a licensed financial advisor, accountant, or attorney for advice specific to your situation.

7. Not Financial or Legal Advice

The information and coaching provided by Antrim Financial Coaching, LLC is intended for educational and motivational purposes only. We are not licensed financial advisors, attorneys, accountants, or therapists. Nothing in our sessions, courses, or communications should be construed as professional financial, legal, or tax advice.

By engaging our services, you acknowledge that you are responsible for your own financial decisions and that you will seek appropriate professional counsel when needed.

8. Confidentiality

We respect your privacy and treat all information shared during coaching sessions as confidential. We will not disclose your personal or financial information to third parties except as required by law or as described in our Privacy Policy.

Please note that group coaching sessions are not fully confidential environments. We ask all group participants to respect the privacy of other members, but we cannot guarantee confidentiality in a group setting.

9. Intellectual Property

All content provided through our website, courses, and coaching sessions, including materials, worksheets, videos, and written resources, is the intellectual property of Antrim Financial Coaching, LLC. You may use these materials for your personal use only.

You may not reproduce, distribute, share, or sell any of our content without our prior written permission.

10. Code of Conduct

We are committed to providing a respectful and supportive coaching environment. By using our services, you agree to:

• Treat our team and, in group settings, other participants with respect.

• Communicate honestly and in good faith.

• Not record sessions without prior written consent.

• Not use our services for any unlawful or harmful purpose.

We reserve the right to terminate services without refund if a client engages in abusive, threatening, or disruptive behavior.

11. Limitation of Liability

To the fullest extent permitted by law, Antrim Financial Coaching, LLC shall not be liable for any indirect, incidental, special, or consequential damages arising out of or related to your use of our services. Our total liability to you for any claim arising from our services shall not exceed the amount you paid us in the three months prior to the event giving rise to the claim.

12. Changes to These Terms

We may update these Terms from time to time. When we do, we will revise the “Last Updated” date at the top and bottom of this page. Your continued use of our services after any changes constitutes your acceptance of the updated Terms. We encourage you to review these Terms periodically.

13. Contact Us

If you have any questions or concerns about these Terms, please contact us using the Contact Form on our website at https://antrimfinancialcoaching.com.

Last Updated: June 2026

Web Design by Awaken Design Solutions