Shipping & Delivery Policy

Digital Services Delivery

Financial Planning Documents

Digital financial plans are delivered via secure encrypted email or client portal

Delivery occurs within 5-7 business days after final consultation

Immediate notification sent when documents are ready for review

Access instructions provided via email

Online Tools & Calculators

Instant access provided upon successful registration

Login credentials sent via email within 10 minutes of account creation

Premium features activated immediately upon payment confirmation

Educational Materials

Digital downloads available instantly after purchase

Access links sent via email

Downloads remain available for 30 days from purchase date

Additional download attempts must be requested through customer service

Physical Materials

Welcome Packets

Sent via USPS First Class Mail within United States

Processing time: 1-2 business days

Estimated delivery: 3-5 business days

Tracking information provided via email when available

Financial Planning Binders

Shipped via UPS Ground within United States

Processing time: 2-3 business days

Estimated delivery: 5-7 business days

Tracking number provided via email

Signature may be required for delivery

International Delivery

Digital services available worldwide

Physical materials shipped only within United States

International clients receive digital versions of all materials

Additional shipping options available upon request (additional fees may apply)

Delivery Issues

If you experience any delivery issues:

Check spam/junk folders for digital delivery emails

Contact us within 24 hours of expected delivery time

Email: info@whalenfinancial.com

Phone: (702) 878-3900

Contact Information

For questions about delivery of services or materials:

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

Business Hours: Monday-Friday, 9:00 AM - 5:00 PM PST

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