Overview

By booking a consult, purchasing a kickoff package, starting monthly coordination, or using this page/website, you agree to these Terms.

Services provided (scope)

  • Services are provided remotely unless explicitly agreed otherwise in writing.

  • Services are coordination, project management, and administrative support.

  • You are responsible for final decisions and for providing accurate information and documents.

Important disclaimer (no professional advice)

We are not attorneys, immigration advisors, tax professionals, or financial advisors.

  • We do not provide legal, immigration, tax, or financial advice.

  • Any information we share is general and for organizational purposes.

  • When needed, we may refer you to licensed professionals and help coordinate appointments and document readiness.

Third-party providers

  • You may be introduced to or coordinated with third-party providers (e.g., translators, notaries, attorneys, accountants, banks, real estate agents).

  • Third-party fees are paid directly by you unless otherwise stated.

  • We are not responsible for third-party performance, timelines, or outcomes.

Timelines and outcomes

  • Government and institutional timelines (appointments, approvals, processing times) are outside our control.

  • We cannot guarantee outcomes, approvals, or specific timelines.

Client responsibilities

You agree to:

  • Respond to requests for information in a timely manner

  • Provide accurate documents/information

  • Attend appointments on time (virtual or in-person)

  • Pay third-party fees directly when due

Communication and response times

  • Standard response time: within 1 business day (unless a priority response add-on is purchased, if offered).

Payments

  • Fees are due before services are delivered, unless otherwise agreed in writing.

  • For monthly coordination, charges recur monthly until the coordination period ends or is canceled per the cancellation policy.

Cancellation

  • Monthly services may be canceled with 7 days notice before the next billing date (adjust if you prefer 14 days).

  • Work completed and time reserved are non-refundable.

Refunds

Because services are time-based and coordination-based:

  • Kickoff/one-time packages are generally non-refundable once started.

  • Monthly fees are generally non-refundable once the month begins.

  • If something went wrong on our side, contact us and we will work toward a reasonable resolution.

Intellectual property

Your trackers, checklists, templates, and deliverables are for your personal use. You may not resell or redistribute our materials without written permission.

Acceptable behavior

We maintain respectful communication. We may end services if there is harassment, abusive behavior, or repeated boundary violations.

Limitation of liability

To the fullest extent allowed by law, we are not liable for indirect or consequential damages. Our total liability is limited to the amount you paid for additional services in the month of the claim.

Changes to these terms

We may update these Terms occasionally. The latest version will be posted on this page.

Contact

Questions about these Terms? Email:  support@corepointbusiness.com