Terms and Conditions

Effective Date: June 1, 2025

Welcome to the website of Wright on the Money CFO LLC ("WOTM CFO," "we," "our," or "us"). These Terms and Conditions govern your access to and use of our website and any information, resources, consultations, or professional services offered through it.

By accessing or using this website, scheduling a consultation, submitting information through our forms, or engaging our services, you agree to be bound by these Terms and Conditions.

If you do not agree with these Terms, please do not use this website.

1. Professional Services

Wright on the Money CFO LLC provides professional financial consulting services, including but not limited to:

• Fractional CFO Services
• Financial Strategy
• Cash Flow Management
• Budgeting & Forecasting
• Financial Reporting
• Business Performance Analysis
• Strategic Planning
• Advisory Services
• Other financial consulting services

Nothing on this website constitutes a guarantee of financial results or business performance.

2. Website Information

The information provided on this website is for general informational purposes only.

Although we strive to provide accurate and current information, we make no warranties regarding the completeness, accuracy, or reliability of any information presented.

Nothing on this website should be construed as legal, tax, investment, accounting, or financial advice specific to your situation.

Professional recommendations require an individual client engagement.

3. Consultations

Submitting a contact form or scheduling a consultation does not create a client relationship.

A professional relationship begins only after both parties have agreed to the scope of services, pricing, and applicable service agreement.

4. Fees and Payment

Fees for consulting services are established separately through proposals, engagement letters, or client agreements.

Invoices are due according to the payment terms specified in the applicable agreement.

Failure to pay may result in suspension or termination of services.

5. Client Responsibilities

Clients agree to provide complete, accurate, and timely information necessary for us to perform our services.

We are not responsible for decisions made based on incomplete, inaccurate, or outdated information provided by a client.

6. Intellectual Property

All website content, including text, graphics, branding, logos, downloads, templates, videos, and educational materials, is the property of Wright on the Money CFO LLC unless otherwise noted.

No content may be copied, reproduced, distributed, or used without our prior written permission.

7. Acceptable Website Use

You agree not to:

• Use the website for unlawful purposes
• Attempt unauthorized access to our systems
• Upload malicious software
• Interfere with website operation
• Misrepresent your identity
• Use automated tools to scrape or copy website content

We reserve the right to restrict access to users who violate these Terms.

8. Third-Party Services

Our website may contain links to third-party websites or utilize third-party platforms such as scheduling software, payment processors, CRM systems, analytics providers, or communication platforms.

We are not responsible for the privacy practices, availability, or content of third-party services.

9. SMS Communications

If you choose to opt in to receive SMS messages from Wright on the Money CFO LLC, you agree to receive text messages related to:

• Appointment scheduling and reminders
• Client communications
• Service updates
• Account notifications
• Responses to your inquiries
• Occasional information regarding our services, when you have provided consent

Message frequency may vary.

Message and data rates may apply.

You may opt out at any time by replying STOP to any message.

For assistance, reply HELP or call (505) 372-6444.

Your consent to receive SMS messages is not a condition of purchasing any services.

10. SMS Privacy

We respect your privacy.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties.

Information may be shared only with trusted service providers who assist us in delivering communications or operating our business, and only as necessary to provide those services.

Please review our Privacy Policy for additional information regarding our collection and use of personal information.

11. Disclaimer of Warranties

This website and its contents are provided "as is" and "as available."

To the fullest extent permitted by law, Wright on the Money CFO LLC disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement.

12. Limitation of Liability

To the maximum extent permitted by applicable law, Wright on the Money CFO LLC shall not be liable for any indirect, incidental, consequential, special, or punitive damages arising from:

• Use of this website
• Inability to use this website
• Reliance upon information contained on this website
• Business decisions made by users
• Service interruptions
• Third-party services

Our total liability shall not exceed the amount actually paid to us for the specific services giving rise to the claim.

13. Indemnification

You agree to indemnify and hold harmless Wright on the Money CFO LLC, its owners, employees, contractors, and affiliates from any claims, damages, losses, or expenses resulting from your misuse of this website or violation of these Terms.

14. Privacy

Your use of this website is also governed by our Privacy Policy.

15. Governing Law

These Terms shall be governed by and interpreted under the laws of the State of New Mexico, without regard to conflict of law principles.

Any disputes shall be resolved in the appropriate state or federal courts located within New Mexico.

16. Changes to These Terms

We reserve the right to update these Terms at any time.

Changes become effective immediately upon posting to this website.

Continued use of the website constitutes acceptance of the revised Terms.

17. Contact Information

Questions regarding these Terms and Conditions may be directed to:

Wright on the Money CFO LLC

Phone: (505) 372-6444

Email: [email protected]

Website: https://wotm-cfo.com