Refund policy

REFUND & CANCELLATION POLICY

Foundation Session (One-Time Engagement)
Sessions may be rescheduled or canceled free of charge with at least 24 hours' notice before the scheduled session time. Cancellations made less than 24 hours in advance, or no-shows, are non-refundable. Once a session has been completed and the written summary delivered, the engagement is considered fulfilled and is non-refundable.

Digital Products (eBooks & Workbooks)
Digital products — including The Foundational Blueprint, The Market Intelligence Blueprint, and any future workbooks in this series — are delivered instantly as downloadable files. Because of the nature of digital goods, all sales are final once a purchase has been made and the download has been made available. We do not offer refunds for change of mind.

If you experience a technical issue and are unable to access or download your purchase, contact us at Cody@sanchezportfoliogroupllc.com and we'll resolve it or issue a new download link. If a genuine access issue can't be resolved, a refund may be issued at our discretion.

Growth Advisory & Portfolio Partnership (Monthly Retainers)
These are month-to-month engagements billed in advance. You may cancel at any time by providing 30 days' written notice to Cody@sanchezportfoliogroupllc.com. Service continues, and billing continues, through the end of the notice period. We do not provide refunds for partial months or for days remaining in a billing cycle after cancellation.

If you subscribed to a quarterly billing option, the same 30-day notice applies; cancellation stops future billing cycles but does not refund the current quarterly period already paid.

Questions about a specific situation? Contact us at Cody@sanchezportfoliogroupllc.com and we're happy to work with you directly.