Refund & Cancellation Policy


Client has 30 days from their date of purchase to request a refund. They must do this in writing by sending an email to ClassHelp (@) TheVisionaryPlanner.com within their 1st 30 days of enrollment.  After that they can cancel anytime by visiting their profile within the Learning Portal or emailing us at ClassHelp (@) TheVisionaryPlanner.com.  Once they cancel they will retain access to the Learning Portal and FB Group for the remainder of the time they paid for, then they will be removed after that time period and will not be billed again.

If you wish to make a fully refundable deposit to sample the Planner, you get 7 days of access.

We will schedule a follow-up call in 7 days to see how you decide to continue. If you miss the call, and we can’t get ahold of you within 10 additional days, we’ll automatically refund your deposit.  If you do not wish to continue, we will remove you from the learning portal and refund your deposit.

If you wish to continue with us, we’ll have you submit your payment for the program minus the deposited amount.


You have 14 days to sample the Planner and request a refund if it's not the right fit for you.  If within the 1st 14 days of you submitting your 1st payment, if you do not wish to continue, we will remove you from the learning portal, remove you from the FB group, coaching app and refund your payment minus the payment processing fee (Stripe payment processing fee calculator).  Refunds will be issued on the day you request it, but may take up to 5 business days for funds to be reflected on your statement.


Our action based guarantee states that you’ll be clear, confident and ready to launch your high ticket offer in 90 days or less. Note that we, unfortunately, cannot guarantee you’ll get any clients, or any monetary results, as it will be under your control. Rather, we guarantee that our process, coaching and systems will help you have your messaging, offer outline and branding all planned out, and that you will be able to use our systems to build out your minimum effective marketing assets and start nurturing leads and driving them to sales calls.

Client has 90 days from first payment to request a refund of any paid monies per the terms of our Action Based Guarantee.  This must be done by writing to [email protected] no later than midnight of the 90th day. After that time, no payments will be refunded at any time for any reason.

Client must have completed the following simple activities to be eligible for a refund:

  • Complete the Get Started, Step 1, Step 2, Step 3 and Step 4 lessons in entirety, but skipping any lessons marked as OPTIONAL
  • Attend an Orientation Session
  • Attend the 1-1 Accelerator Call
  • Attend the private 1-1 Milestone calls (5 in total)
  • Attend at least 2 group coaching sessions a month (6 in total)
  • Meet with their Accountability Coach twice a month (6 in total)
  • *Note that we do not issue refunds on any build outs, and that the amount refunded is the amount paid minus the payment processing fees



Template Toolkit™, Consistent Leads & Sales Blueprint™, 8 Steps To Free Up Your Time & Automate Your Expert Brand™, and Stand Out & Be Distinct Planner™ all come with a 90 Day Money-Back Guarantee. We can't extend refunds if Clients completed the mentoring program and then decided they won't be launching their business.  

To request a refund, Clients must email classhelp (@) TheVisionaryPlanner.com.  Otherwise we will assume you wish to cancel your order so you don't get billed again.



There are no refunds given for Live Events or Retreats.  If we cancel a live on-site event, we will apply your payment to future events.  If you cannot attend an event you have paid for, we will allow you to apply your payment to future events, but will not refund the money in cash.


Freezing Account Policy

Clients can pause their accounts for up to 90 days at no cost.  During this time they’ll lose all access to the Learning Portal and FB Group and won’t be charged.  When, during those 90 days, they want to start up again, email us at ClassHelp (@) TheVisionaryPlanner.com and we’ll unfreeze their account so they start getting billed again monthly (thus giving them access to the FB group and the Learning Portal, with all the courses they previously had access to remaining unlocked.)  If they do not unfreeze their account during that 90-day period, they can return at any time but will have the courses locked based off our usual course unlock schedule.


Updated: June 20, 2022