By booking a consultation, submitting your information, or communicating with 5F Financial, LLC via phone, email, SMS, or our website, you agree to the following Terms of Service ("Terms"). Please read carefully.
1. Services Provided
5F Financial, LLC provides financial consulting and related advisory services, which may include:
Personal and business financial strategy sessions
Budgeting, savings, and investment guidance
Credit improvement consulting
Business financing and funding options
Ongoing financial planning and accountability check-ins
All services are subject to availability and tailored to the individual or business needs of each client.
2. SMS/Text Messaging Consent
By submitting your phone number, you consent to receive automated text messages from 5F Financial, LLC related to:
Appointment confirmations and scheduling reminders
Service updates or session follow-ups
Invoicing reminders or payment confirmations
Limited-time financial tips, updates, or offers (optional opt-in)
Message frequency may vary. Standard message and data rates may apply.
Reply STOP to unsubscribe
Reply HELP for support
Consent is not required to receive services
3. Client Responsibilities
By booking a consultation or service, you agree to:
Provide accurate personal and/or business financial information
Be transparent about financial goals, needs, and challenges
Maintain communication regarding reschedules or cancellations with at least 24 hours’ notice
Use provided strategies responsibly and acknowledge that results may vary
Failure to comply may result in rescheduling fees or discontinuation of services.
4. Payments & Cancellations
Payment is due as agreed upon in your invoice or service confirmation.
Late cancellations (less than 24 hours) may incur a service fee.
Returned checks, declined payments, or chargebacks may result in additional charges.
5. Liability & Limitations
5F Financial, LLC is not liable for:
Outcomes that result from client decisions, market fluctuations, or third-party actions
Delays caused by incomplete or inaccurate information provided by the client
Losses incurred due to economic conditions, regulatory changes, or acts of God
Clients assume full responsibility for implementing strategies and recommendations.
6. Intellectual Property
All materials, tools, frameworks, and content provided during services or through the website are the property of 5F Financial, LLC. These may not be copied, reused, or republished without written permission.
7. Modifications
We reserve the right to update these Terms at any time. The most current version will be posted with a new effective date. Continued use of our services implies acceptance of any changes.
