Service & Cancellation Policy

01What is included

The $295 USD Private Positioning Review includes:

• My strategic review of one existing client-facing asset
• An assessment of what the asset currently communicates
• Identification of what your current positioning may leave invisible
• Recommendations for what the asset could become
• One 30-minute private advisory session to discuss the findings and recommended direction

Your $295 USD investment is applied in full to The Advisor Collection — Private Strategic Engagement if you decide to proceed.

02Payment

Payment is required to confirm your Private Positioning Review. Applicable taxes are calculated at checkout.

03Cancellation before review work begins

If you need to cancel before I have begun reviewing your submitted material, please contact me and your Private Positioning Review payment will be refunded.

04Once review work has begun

Once I have begun reviewing your material, the advisory work is underway and the Private Positioning Review fee is non-refundable.

05Your 30-minute private session

If you need to reschedule your private session, please provide at least 24 hours’ notice whenever possible. I will make reasonable efforts to accommodate a new time.

06If I cannot complete the review

If I am unable to complete your Private Positioning Review, any amount paid for the review will be refunded in full.

07Scope

The Private Positioning Review covers one existing client-facing asset. Reviewing additional assets would require a separate discussion or engagement.

08Materials you supply

Please submit only materials that you own or are authorized to share and that are relevant to the review.

09Communications

Purchasing the Private Positioning Review does not subscribe you to promotional or marketing communications. You may receive transactional communications relating to your engagement, such as confirmations and scheduling.