Terms & Conditions
Last Revised: February 22nd, 2018
Below we have listed important legal terms that are necessary in order to protect both you and us.
The information contained within any website, blog, social media accounts and/or email controlled by and/or from MoneyPath, LLC and/or its subsidiary and affiliated entities (collectively, “MoneyPath”, “we”, “us”, or “our”) is the opinion of the individual authors based on their personal observation, research, and years of experience. MoneyPath serves as a money coach and its services are limited to encouragement, education, coaching and accountability to empower its clients to define, implement and follow its own self-identified savings, debt, and retirement, investment and other financial and life goals. The opinions and services of MoneyPath (and the opinions of the publisher and authors of this website, blog, social media accounts and/or email) do not include any financial planning or material elements of financial planning and are not designed and should not be relied upon as a substitute for, nor are they meant to mitigate the necessity of, professional legal, tax, financial planning, financial advisor, investment, insurance, brokerage, counseling or therapy advice or services. The reader is hereby advised that MoneyPath nor any of its members, officers, employees or coaches (nor are the publisher and authors of this website, blog, social media accounts and/or email), is qualified to render any legal, tax, financial planning, financial advisor, money management, investment, insurance, broker, counseling or therapy advice or services. Similarly, the reader should and is hereby advised to rely on an attorney, accountant, financial planner, investment or financial advisor, investment or stock broker, money manager, estate planner, insurance agent or broker, banker, counselor or therapist for any legal, tax, investment, insurance, broker, counseling or therapy advice or services. Neither MoneyPath nor the publisher and authors of this website, blog, social media accounts and/or email assumes any liability or responsibility for any errors or omissions and shall have neither liability nor responsibility to any person or entity with respect to damage caused or alleged to be caused directly or indirectly by the information contained on this site, blog, social media accounts and/or email.
NEITHER MONEYPATH NOR ANY OF ITS MEMBERS, OFFICERS, EMPLOYEES OR COACHES (NOR ARE THE PUBLISHER AND AUTHORS OF THIS WEBSITE, BLOG, SOCIAL MEDIA ACCOUNTS AND/OR EMAIL) ARE A CERTIFIED FINANCIAL PLANNER (CFP), CHARTERED FINANCIAL ANALYST (CFA), CHARTERED FINANCIAL CONSULTANT (CHFC) OR CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA) OR REGISTERED WITH THE SECURITIES AND EXCHANGE COMMISSION AS AN INVESTMENT ADVISOR UNDER THE INVESTMENT ADVISORS ACT OF 1940 OR OTHERWISE HOLD ANY SECURITIES, FINANCIAL ADVISOR, FINANCIAL PLANNER, LEGAL, TAX, MONEY MANAGEMENT, INVESTMENT, INSURANCE, BROKER, COUNSELOR OR THERAPIST CREDENTIALS, REGISTRATION OR LICENSE ASIDE FROM THE ACCREDITED FINANCIAL COUNSELOR (AFC) CERTIFICATION.
All MoneyPath coaches hold the Accredited Financial Counselor (AFC) certification, which is certified through the Association for Financial Counseling & Planning Education (AFCPE).