Terms and Conditions
Effective Date: January 2026
Last Updated: January 30,2026
These Terms and Conditions (“Terms”) govern your access to and use of this website and services provided by Wealth Shifter, LLC (“Company,” “we,” “us,” or “our”), including AI receptionist services, coaching, and consulting.
1. Scope of Services
Services may include AI receptionist tools, coaching, and consulting as defined in written agreements, proposals, or invoices issued by Wealth Shifter, LLC.
2. Client Responsibilities
Clients must provide accurate information, participate actively, and use services lawfully and ethically.
3. AI Technology Disclosure
AI-generated responses may be inaccurate, incomplete, or unsuitable. AI tools do not replace human judgment. You assume all risk related to AI outputs.
4. Payment Terms
All fees are due as agreed. Payments are non-refundable unless expressly stated in writing. Services may be paused or terminated for non-payment.
5. Intellectual Property
All systems, workflows, AI configurations, templates, methodologies, and materials remain the intellectual property of Wealth Shifter, LLC until paid in full.
6. Confidentiality
Both parties agree to maintain confidentiality of proprietary and non-public information.
7. Cancellations & Rescheduling
Missed sessions without proper notice are forfeited. Project-based work completed through cancellation remains billable.
8. No Refund Policy
Due to the customized nature of services, all payments are final once work begins.
9. Limitation of Liability
Liability is limited to the amount paid for the services giving rise to the claim. Wealth Shifter, LLC is not liable for indirect or consequential damages.
10. Termination
Services may be terminated for breach, non-payment, inactivity, or inappropriate conduct.
11. Legal Disclaimer
Services are not legal, financial, tax, or medical advice. You should consult licensed professionals as needed.
12. Governing Law
This Agreement is governed by the laws of the state in which Wealth Shifter, LLC is formed.
13. Amendments
Terms may be updated at any time. Continued use constitutes acceptance.
14. Acceptance
Use of this website or services confirms acceptance of these Terms.
Privacy Policy
Effective Date: January 2026
Last Updated: January 30,2026
This Privacy Policy explains how Wealth Shifter, LLC (“Company,” “we,” “us,” or “our”) collects, uses, and protects your information when you access our website or services.
1. Information We Collect
We may collect:
- Personal information (name, email, phone number)
- Business information
- Payment data (processed securely by third-party providers)
- Communications and messages
- AI interaction data
2. How We Use Information
Information is used to:
- Provide and improve services
- Communicate with you
- Deliver AI receptionist functionality
- Process payments
- Maintain legal and operational records
3. AI & Automated Tools
AI systems may process user inputs to generate automated responses. Outputs may be reviewed for quality, training, and compliance purposes.
4. Data Sharing
We do not sell personal data. Information may be shared with trusted service providers or when required by law.
5. Data Security
Reasonable administrative, technical, and physical safeguards are used to protect data. No system is 100% secure.
6. Your Rights
You may request access, correction, or deletion of your data, subject to legal obligations.
7. Cookies & Tracking
We may use cookies or similar technologies to improve user experience.
8. Third-Party Links
We are not responsible for privacy practices of third-party websites.
9. Children’s Privacy
Services are not intended for children under 13. We do not knowingly collect their data.
10. Changes to Policy
We may update this Privacy Policy at any time. Continued use constitutes acceptance.