Terms

Payment
The total fee for the above services is $1250 USD, due in full prior to the initiation of the Evaluation of Business Spending (“Evaluation”) and subsequent consultation session.

Payments shall be made via ACH and debit/credit cards and are non-refundable, except as noted below.

Rescheduling and refunds
Client may reschedule any consultation session with at least 24 hours’ notice. No-shows or cancellations within 24 hours are non-refundable and will count as a completed session. In the event Consultant cannot deliver services due to unforeseen circumstances, a full or prorated refund will be provided, depending on the work completed to date.

Client responsibilities

Client shall:

• Provide accurate and complete financial information necessary for Consultant’s review.

• Cooperate in scheduling and attending strategy session.

• Implement recommendations to the best of their ability in order to realize potential ROI.

ROI Guarantee

Consultant guarantees a minimum Return on Investment (ROI) of two times the Client’s initial fee ($2,500 in value). ROI tracking shall be performed and documented by Consultant. Consultant shall continue to provide support until the ROI threshold has been met.

ROI shall be measured as either:

a) Calculated value of cash back earned; or

b) Booked trip(s) through points or miles, with fair market value determined at time of booking.

Deliverables

Once the Evaluation is complete, an analysis and strategy deck shall be delivered via email. The subsequent consultation session shall be scheduled at a reasonable time agreed by both parties, at most ninety (90) days after completion of Evaluation. Failure to schedule the session within this timeframe will release the Consultant from this agreement and void the ROI Guarantee.

Term and termination
This Agreement shall commence on the Effective Date and continue until ROI has been achieved, unless terminated earlier by either Party with written notice. In the event of termination by Client before ROI is achieved, no refund shall be issued.

Confidentiality

All Client information shared with Consultant will be kept confidential. Consultant may share client interaction and success stories on all social media platforms in an anonymized fashion for business purposes.

Disclaimer and limitation of liability
Consultant is not a financial advisor, travel agent, or legal professional. Consultant provides educational and strategic guidance only. There may be instances whereby the Client will have some cash outlay, not limited to but including taxes, award booking fees, and flight costs when booking trips. Client is solely responsible for decisions related to credit card applications, financial behavior, and travel bookings. In no event shall Consultant be liable for any damages arising from the use or misuse of the information provided. Consultant makes no guarantees regarding specific outcomes, travel availability, or the ability to accrue or redeem points.

Intellectual property
All materials provided, including but not limited to the strategy deck, are the intellectual property of Consultant. Client is granted a limited, non-transferable license to use the materials for personal, non-commercial purposes only.

Affilate disclosure
Consultant does not have direct connection to any credit card or travel companies. All opinions expressed are solely from Consultant personal experience and expertise. At times, Consultant may provide affiliate links which result in referral bonuses or payment. The use of any such links will be disclosed upfront.