Welcome to the website of Jessica White Financial Strategist. These Terms of Service govern your use of this website and the financial consulting services provided through it. By accessing or using this website, scheduling a consultation, or engaging our services, you agree to comply with and be bound by these Terms of Service. If you do not agree with these terms, please discontinue use of this website. 

Client Responsibilities

The content on this website does not constitute personalized financial, investment, tax, or legal advice. Financial strategies and recommendations depend on individual circumstances, goals, and risk tolerance. You should consult with a licensed financial professional, tax advisor, or attorney before making significant financial decisions.

Using this website or communicating with Jessica White Financial Strategist does not create a formal client relationship until a written agreement has been signed and services have been officially confirmed.

Client Responsibilities

Clients are responsible for providing accurate and complete information when requesting financial planning or consulting services. Decisions made based on incomplete or incorrect information may affect financial outcomes. Clients are also responsible for reviewing recommendations carefully and asking questions when clarification is needed.

Jessica White Financial Strategist is committed to delivering professional financial services, but clients remain responsible for their own financial decisions and actions.

Payments and Service Fees

Fees for financial consulting, financial planning, retirement planning, or strategy sessions will be clearly communicated before services begin. Payment terms, including deposits or full payment requirements, will be outlined in a separate service agreement or invoice.

Failure to make payments on time may result in suspension or termination of services until payment obligations are fulfilled.

Scheduling, Cancellations, and Refunds

Appointments for financial consultations must be scheduled in advance. If you need to cancel or reschedule an appointment, we request reasonable notice whenever possible.

Refund policies may vary depending on the type of financial service provided. Any applicable refund or cancellation terms will be communicated prior to the start of services.

Intellectual Property

All content on this website, including text, graphics, branding, financial resources, downloads, and educational materials, is the property of Jessica White Financial Strategist and is protected under United States copyright and intellectual property laws.

You may not copy, reproduce, distribute, or modify any content without prior written permission.

Privacy and Data Protection

Your use of this website is also governed by our Privacy Policy, which explains how personal information is collected, used, and protected. By using this website, you consent to the collection and use of your information in accordance with our Privacy Policy.