Client Discovery Call (Current Clients)

Cancellation Policy

The Fundability Advisory Firm Effective: 07/01/2026 Consultation Fees. A fee applies to all prospective-client consultations and is due at booking; your appointment is confirmed once payment is received. Client Discovery Calls are complimentary for current clients. Your fee pays for the advisor's time, preparation, and guidance during your session. It is separate from, and in addition to, any quote or service fee afterward, and is not a deposit or credit toward any service unless stated in writing. Rescheduling. You may reschedule at no cost at least 24 hours before your start time using the link in your confirmation email. Later requests are treated as late cancellations. Appointments may be rescheduled up to two times. Cancellations. Cancellations made at least 24 hours in advance receive a full refund or may be applied to a rescheduled time. Cancellations inside 24 hours are non-refundable. No-shows forfeit the fee in full. If we must cancel, you may choose the next available time or a full refund. Late Arrivals. Sessions begin and end as scheduled. If you arrive late, we will use the remaining time. Arriving more than 15 minutes late without notice is a no-show. Preparation. Please complete your intake questions before your session. Do not send Social Security numbers, account numbers, or other sensitive identifiers through booking forms; we will request such information securely when needed. Personal Credit Consultations. These are provided by an independent partner, not by The Fundability Advisory Firm. Submitting a request allows us to share your contact information so they may arrange your conversation. Their scheduling, fee, and refund terms apply. Our services build business credit and structure; we do not provide personal credit repair. What a Consultation Is. Consultations are educational and preparatory. They do not constitute legal, tax, or financial advice, and no fiduciary relationship is created. Booking does not guarantee funding approval or any specific outcome. Work beyond the consultation requires a separate written agreement. Recording. Sessions are not recorded unless both parties agree in advance. Conduct. We are committed to a respectful, judgment-free conversation and ask the same in return. We may end a session and decline future bookings for abusive conduct. Changes. We may update this policy; the version in effect at booking governs your appointment. Questions? Reach us at admin@fundabilityfirm.com.