Terms

Terms of use

This website is for general information and education. Nothing on it, including articles, the Money Story, the checklist and our virtual assistant, is financial, tax, legal or investment advice for your situation, or an offer to buy or sell any product. Talk with a qualified professional about your own circumstances.

Links to other websites are provided for convenience; we are not responsible for their content.

Content on this site belongs to New Leaf Financial Planning unless otherwise noted.

Text messaging terms

Program: New Leaf Financial Planning text messages. If you check the text box on a form and give your mobile number, you agree to receive texts from us about your request, such as a reply to a callback request or reminders about a booked conversation. We do not send marketing texts to numbers that have not opted in. Consent to texts is not a condition of any purchase or service.

Frequency: Message frequency varies with your request. Cost: Message and data rates may apply.

Opt out: Reply STOP at any time and we will stop texting you. Help: Reply HELP, email info@newleaffinancialplanning.com or call (765) 542-5323.

Carriers are not liable for delayed or undelivered messages. See our Privacy page for how we handle your information.