Refund Policy

Refund Policy

We want every client to feel confident when working with us.

Refunds may be requested within 48 hours of purchase, provided that no services, sessions, consultations, or work have been performed.

Once work has begun — including consultations, financial analysis, document review, tax preparation, or scheduled sessions — payments are non-refundable.

After 48 hours from the time of purchase, all payments are considered final and non-refundable.

If you need to request a refund within the 48-hour window, please contact us at:

hello@happimoneyco.com

Refund requests are typically reviewed within 3–5 business days.

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Privacy Policy

Privacy Policy

Your privacy is important to us. This policy explains how we collect, use, and protect your information.

Information We Collect

When you interact with our website, schedule services, or contact us, we may collect:

  • Name

  • Email address

  • Phone number

  • Payment information

  • Information you voluntarily provide related to financial counseling or services

Payment information is processed securely through our third-party payment providers and is not stored directly by us.

How We Use Your Information

We use the information you provide to:

  • Schedule and deliver services

  • Communicate with you about appointments or services

  • Send confirmations, updates, or newsletters if you opt in

  • Improve our services and client experience

We do not sell, rent, or share your personal information with third parties for marketing purposes.

Data Protection

We take reasonable measures to protect your personal information using secure platforms and trusted service providers.

However, no online system can guarantee complete security.

Third-Party Services

Our website may use trusted third-party platforms such as scheduling tools, payment processors, and email services to operate our business.

These providers may collect limited information necessary to perform their services.

Your Rights

You may request to update, correct, or delete your personal information at any time by contacting us.

Contact

If you have any questions about this policy, please contact:

hello@happimoneyco.com