Terms & Conditions — Financially Yours, Katie
Effective Date: August 20, 2026
Welcome to Financially Yours, Katie. By using my website and services, you agree to the following terms and conditions.
Services
- I provide personal finance organizing and small‑business bookkeeping services.
- Services are delivered virtually unless otherwise agreed.
- Scope of services will be outlined in your signed agreement.
Scheduling & Cancellations
- All appointments are scheduled through Calendly.
- Please provide at least 24 hours’ notice for cancellations or rescheduling.
- Missed appointments without notice may be charged or forfeited.
Payments
- Payments are processed securely through Stripe and Relay.
- Fees and payment terms will be outlined in your signed agreement.
- Late or missed payments may result in suspension of services.
Client Responsibilities
- You agree to provide accurate and complete information for financial organizing and bookkeeping.
- You are responsible for maintaining access to your financial accounts and documents.
- I am not responsible for errors caused by incomplete or inaccurate information provided by you.
No Guarantees
- I do not guarantee specific financial outcomes.
- My role is to provide organizing and bookkeeping support; final decisions remain your responsibility.
Intellectual Property
- All content, templates, and materials provided are owned by Financially Yours, Katie.
- You may not copy, distribute, or resell materials without written permission.
Limitation of Liability
- I am not liable for indirect, incidental, or consequential damages arising from the use of my services.
- My liability is limited to the amount you paid for services.
Changes to Terms
- I may update these Terms & Conditions from time to time.
- Updates will be posted on this page with a new effective date.
Contact
If you have questions about these Terms & Conditions, please contact me at:
Email: hello@financiallyyourskatie.com
Location: Sacramento, CA
Cancellation Policy — Financially Yours, Katie
Effective Date: August 20, 2026
Scheduling
All appointments are scheduled through Calendly. Please book at least 24 hours in advance.
Cancellations & Rescheduling
If you need to cancel or reschedule, please provide at least 24 hours’ notice. This allows me to manage my schedule and offer your time slot to another client.
Late Cancellations
Cancellations made less than 24 hours before the scheduled appointment may limit availability for other clients. Please reschedule as soon as possible.
Missed Appointments
If you miss an appointment without notice, we’ll simply ask that you rebook at a later time. Repeated missed appointments may affect future scheduling availability.
Flexibility
I understand emergencies happen. If you experience an unexpected situation, please reach out as soon as possible so we can make arrangements.