Holistic Wealth Coaching | Holistic Wealth LLC Effective Date: Jan 1, 2025
Agreement to Terms
By accessing or using this website at holisticwealthcoaching.com (the “Site”), downloading any materials, engaging with our emails or social media content, or participating in any services offered by Holistic Wealth LLC (“we,” “us,” or “our”), you agree to be bound by these Terms & Conditions. If you do not agree to these terms, please discontinue use of the Site and our services immediately.
We reserve the right to update or modify these Terms & Conditions at any time without prior notice. Your continued use of the Site following any changes constitutes your acceptance of the revised terms. We encourage you to review this page periodically.
About Holistic Wealth LLC
Holistic Wealth LLC is a financial coaching company dedicated to helping individuals build clarity, confidence, and awareness around their personal finances. Our services include one-on-one financial coaching, educational content, free resources and guides, and community programs. We are headquartered in the United States and serve clients nationally.
Disclaimer
The information provided on this website, emails, social media content, downloads, and any related materials is for educational and informational purposes only. Nothing shared by Holistic Wealth LLC should be interpreted as personalized financial, investment, tax, or legal advice.
Holistic Wealth LLC makes no representation or warranty, express or implied, regarding the accuracy, completeness, reliability, or availability of the content on this website. The use of the information is at the user’s own risk.
Financial coaching is designed to help you build clarity, organization, awareness, and confidence with your money. Any examples, case studies, or client stories shared are for illustration purposes only and do not guarantee similar outcomes. You are solely responsible for any financial decisions you make and the results of those decisions.
Holistic Wealth LLC does not sell financial products, manage investments, provide tax preparation, or offer legal services. Holistic Wealth LLC is not an SEC Registered Investment Adviser Firm. Investing in the stock market has risks that may result in loss of principal and capital gains. Past stock market performance does not guarantee future results.
By using this website or engaging in any services, you acknowledge and agree that Holistic Wealth LLC is not liable for any actions you take based on the information provided.
Services
Holistic Wealth LLC offers financial coaching services, digital products, and educational resources. All services are subject to separate service agreements or coaching contracts where applicable. We reserve the right to modify, suspend, or discontinue any service at any time without notice.
Coaching services are not a substitute for professional financial planning, investment advising, tax preparation, or legal counsel. We strongly encourage you to consult with licensed professionals for advice specific to your financial situation.
Intellectual Property
All content on this Site — including but not limited to text, graphics, logos, downloadable guides, worksheets, course materials, and images — is the property of Holistic Wealth LLC and is protected by applicable copyright and intellectual property laws.
You may not reproduce, distribute, modify, republish, or sell any content from this Site without express written permission from Holistic Wealth LLC. Personal, non-commercial use of content for individual reference is permitted provided that all copyright notices remain intact.
User Conduct
By using this Site, you agree that you will not:
- Use the Site for any unlawful purpose or in violation of any applicable regulations
- Attempt to gain unauthorized access to any part of the Site or its related systems
- Upload or transmit any harmful, offensive, or disruptive content
- Misrepresent your identity or affiliation in any communication with us
- Use any automated tools to scrape, crawl, or extract data from the Site without permission
Third-Party Links and Resources
This Site may contain links to third-party websites, tools, or resources for your convenience and reference. Holistic Wealth LLC does not endorse, control, or assume responsibility for the content, products, or services offered by third parties. Accessing third-party links is done entirely at your own risk, and we encourage you to review the terms and privacy policies of any third-party sites you visit.
Email and Communications
By submitting your email address through this Site — whether to receive a free guide, newsletter, or coaching inquiry — you consent to receiving email communications from Holistic Wealth LLC. These may include educational content, service updates, promotional offers, and coaching-related resources.
You may opt out of marketing emails at any time by clicking the “unsubscribe” link found in any email or by contacting us directly. Please note that transactional or service-related emails may still be sent as necessary to fulfill your request or service agreement.
Confidentiality
We understand that financial coaching involves sensitive personal information. Holistic Wealth LLC treats all client information with strict confidentiality and will not disclose your personal or financial details to third parties except as required by law or with your explicit consent. Clients are equally expected to maintain the confidentiality of any proprietary materials, frameworks, or resources shared during coaching engagements.
Limitation of Liability
To the fullest extent permitted by law, Holistic Wealth LLC, its owners, coaches, contractors, and affiliates shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from your use of this Site, your reliance on any information provided, or your participation in any coaching services.
This includes, but is not limited to, damages resulting from financial decisions made based on content found on this Site, loss of income or profits, or any other financial loss. Your use of this Site and engagement with our services is entirely at your own risk.
Indemnification
You agree to indemnify and hold harmless Holistic Wealth LLC, its owners, employees, coaches, and affiliates from and against any claims, liabilities, damages, losses, or expenses — including reasonable legal fees — arising out of or related to your use of the Site, your violation of these Terms & Conditions, or your violation of any rights of a third party.
Governing Law
These Terms & Conditions shall be governed by and construed in accordance with the laws of the United States and the state in which Holistic Wealth LLC is registered, without regard to its conflict of law principles. Any disputes arising under these terms shall be resolved in the applicable courts of that jurisdiction.
Severability
If any provision of these Terms & Conditions is found to be unenforceable or invalid under applicable law, that provision shall be modified to the minimum extent necessary to make it enforceable, or severed if modification is not possible. The remaining provisions shall continue in full force and effect.
Entire Agreement
These Terms & Conditions, together with our Privacy Policy and any applicable service agreements, constitute the entire agreement between you and Holistic Wealth LLC with respect to your use of this Site and services. They supersede any prior agreements, communications, or understandings, whether written or oral.
Contact Us
If you have any questions about these Terms & Conditions, please contact us at:
Holistic Wealth LLC Website: holisticwealthcoaching.com Email: hello@holisticwealthcoaching.com.