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Refund & Cancellation Policy

MONTHLY REFUND & CANCELLATION POLICY

Guest has 30 days from their date of initial 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.

   

BLOCKBUSTER BRAND WORKSHOP TERMS

There are no refunds. 

If the workshop is missed, Guest must attend the next available Workshop.

 

INCUBATOR & BUILDER REFUND POLICY

Guest can request a refund within 7 business days after purchase within 7 days after 1st payment.  After that there are no refunds for any reason, unless the 90 Day ‘action based’ guarantee is initiated. Guests will be removed from the learning portal and Facebook Group. We will refund Guests payment minus the payment processing fee (Stripe payment processing fee calculator).  Refunds will be issued within 3 business days of the request being made, but may take up to 5 business days for funds to be reflected on Guest's billing statements.  We can also refund via Paypal.

 

90 DAY ‘ACTION BASED’ GUARANTEE

If within 90 days, a Guest:

  • Completes learning portal action steps recommend by Accountability Coach
  • Attends all accountability meetings
  • Attends at least 6 Implementation Sessions

And does not feel we have helped them be ready to launch their branding (messaging/visual branding/site) or High Ticket Offer (portal and 1 funnel) then we’ll issue them a full return of their investment.  Guest must give us notice in writing to [email protected]  Then Visionary Planner has up to 5 business days to audit their workload to verify Guest completed all necessary action steps to qualify for return of investment.    We will refund Guests payment minus the payment processing fee (Stripe payment processing fee calculator).  Refunds will be issued within 3 business days of the request being made, but may take up to 5 business days for funds to be reflected on Guest's billing statements.  We can also refund via Paypal.

There are no refunds for any build outs, for any reason.  Build Out fees will be reduced from any returned investments paid by Guest.

We DO NOT guarantee any results from our services (lead generation, list growth or sales).  Rather we help Guests be ready to confidently launch their projects and know how to operate them.

 

30 DAY ACCOUNT PAUSE – INCUBATOR & BUILDER LEVELS

A Guest can pause coaching (1-1, project management or group) for up to 30 days in the event of illness, life event (wedding, funeral) or business requirement (travel, etc).  Guest must give us notice in writing to [email protected]  

 

SAMPLER OFFERS TERMS & CONDITIONS

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.

 

LIVE 'ON-SITE' EVENTS TERMS & CONDITIONS

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.

  

Updated: Sept 19, 2022