Refund Policy

Last Updated: 10/23/2024

Overview

At Whalen Financial, we are committed to client satisfaction and maintaining the highest standards of service. This refund policy outlines our procedures and guidelines regarding refunds for our various services and products.

Financial Planning Services

Consultation Services

- Initial consultations that are cancelled with at least 24 hours notice will be fully refunded

- No-shows or cancellations with less than 24 hours notice will not be refunded

- If we cancel a scheduled consultation, you will receive a full refund or can reschedule at your convenience

Financial Planning Packages

- If you are dissatisfied with our services, you must notify us in writing within 7 days of service delivery

- Refund requests will be evaluated on a case-by-case basis

- Partial refunds may be issued based on the amount of work completed

- No refunds will be issued after financial plans have been delivered and reviewed

Digital Products and Calculators

Premium Calculator Access

- 3-day satisfaction guarantee for premium calculator subscriptions

- Refunds must be requested within 3 days of purchase

- No refunds will be issued after the 3-day period

- Refunds do not apply to data already processed or reports generated

Educational Materials

- Digital products are non-refundable once accessed or downloaded

- If technical issues prevent access to digital products, contact our support team for assistance or a refund

Investment Management Services

Asset Management Fees

- Management fees are charged in arrears and therefore are not subject to refund

- If services are terminated mid-period, fees will be prorated to the date of termination

- Any prepaid fees will be refunded on a prorated basis

How to Request a Refund

1. Contact Information:

- Email: info@whalenfinancial.com
- Phone: (702) 878-3900
- Address: 7160 Rafael Rivera Way Suite 220, Las Vegas, NV 89113

2. Required Information:

- Full name
- Service or product purchased
- Date of purchase
- Reason for refund request
- Proof of purchase

3. Processing Time:

- Refund requests will be reviewed within 3 business days
- Approved refunds will be processed within 5-10 business days
- Refunds will be issued to the original payment method

Exceptions

We reserve the right to:

- Deny refund requests that do not meet our policy criteria
- Make exceptions to this policy at our discretion
- Modify this refund policy at any time
- Review each refund request individually

Additional Notes

- Refunds do not include any third-party processing fees
- We may require additional information to process your refund
- Fraudulent refund requests will be declined and may result in account termination
- Repeated refund requests may affect future service eligibility

Changes to This Policy

We reserve the right to modify this refund policy at any time. Changes will be posted on our website and will be effective immediately upon posting.

Questions?

If you have any questions about our refund policy, please contact our customer service team:

Whalen Financial
7160 Rafael Rivera Way Suite 220
Las Vegas, NV 89113
Phone: (702) 878-3900
Email: info@whalenfinancial.com

This refund policy was last updated on 10/23/2024 and supersedes all previous versions.