





Welcome to Positioned For Wealth, LLC (“we,” “our,” “us”). These Terms of Use (“Terms”) govern your use of our website, digital products, coaching programs, online courses, and other services (collectively, the “Services”).
By accessing or using our Services, you agree to be bound by these Terms. If you do not agree, please do not use our website or purchase our products.
All content provided through Positioned For Wealth, including blog posts, digital courses, coaching sessions, webinars, templates, and any related materials, is for educational and informational purposes only.
We are not financial advisors, investment advisors, or tax professionals. Nothing on this site constitutes personalized financial, investment, legal, or tax advice. Always consult a qualified professional before making financial decisions.
By using our Services, you confirm that you are at least 18 years old and legally able to enter into this agreement.
Payment is required in full at the time of purchase unless a payment plan is offered.
If a payment plan is selected, you agree to complete all scheduled payments. Failure to complete payments may result in suspension or removal from programs.
Due to the digital nature of our products and immediate access provided, all sales are final unless otherwise stated on the specific product page.
For coaching programs or memberships, refund policies will be clearly outlined before enrollment.
All materials provided by Positioned For Wealth, including videos, guides, templates, frameworks, and course content, are the intellectual property of Positioned For Wealth and are protected by copyright laws.
You may not reproduce, distribute, modify, or share any materials without prior written consent. Limited personal use is permitted for your own financial education and growth.
You agree not to:
Use our site or programs for unlawful or harmful purposes
Copy, reproduce, or distribute our materials without permission
Share your login or purchased materials with others
We reserve the right to remove any user who violates these terms without refund.
Testimonials on this site reflect individual experiences and results, which vary based on personal effort, commitment, and circumstances. We make no guarantees of financial results or earnings.
Your success depends on your actions, discipline, and application of the concepts taught.
Positioned For Wealth and its team are not liable for any damages, losses, or claims arising from your use of our website or products, including but not limited to financial loss, business loss, or emotional distress.
By using our Services, you agree to hold us harmless for any outcomes resulting from applying the information provided.
Your privacy is important to us. We collect and process your personal data in accordance with our Privacy Policy.
If you choose to provide your phone number and opt in to receive text messages from Positioned For Wealth LLC, you agree to receive SMS communications related to our services.
SMS Use Cases May Include:
Appointment reminders and scheduling updates
Customer support responses
Service or account notifications
Program updates and reminders
Marketing and promotional messages (only if you separately opt in)
Message Frequency: Message frequency may vary.
Message & Data Rates: Message and data rates may apply.
Opt-Out Instructions: You may opt out of SMS messages at any time by replying STOP. After you opt out, you may receive one final message confirming your request.
Help Instructions: For help, reply HELP or email us at [email protected].
Carrier Disclaimer: Mobile carriers are not liable for delayed or undelivered messages.
We may include links to third-party resources for your convenience. We are not responsible for the content or practices of those sites.
We reserve the right to modify or update these Terms at any time. Any updates will be posted on this page with the revised date. Continued use of the Services constitutes your acceptance of the new Terms.
These Terms are governed by the laws of the State of South Carolina, United States, without regard to conflict of law principles.
If you have any questions about these Terms, please contact us at:
📧 [email protected]
🌐 www.positionedforwealth.com
"I have been working for years trying to improve my finances and build wealth. After meetings with Stephanie, I was ready to develop a financial strategy. These sessions had me look deep within myself at how I currently handle money."

The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.