Financial Coaching & No Accounting Services Disclaimer

Welcome to the Life Bridge Consulting, LLC terms of service for the www.basicmoneysense.com and the company. Below, you’ll find our key policies and terms that govern your use of this website, our services, courses, and community. If you have any questions, please email [email protected].

No Accounting Services

1. Educational and Coaching Services Only

The content, courses, digital materials, and 1-on-1 or group coaching services provided on or through this Website are for educational, informational, and self-improvement purposes only. The Company provides motivational and strategic financial coaching designed to help you organize your personal finances and set financial goals.

2. No Certified Public Accounting (CPA) or Public Accounting Services

Although the owner or operators of this Website may hold professional credentials or certifications (including but not limited to an active Certified Public Accountant license), the Company is not a licensed CPA firm and does not practice public accounting.

By using this Website and purchasing our services, you acknowledge and agree that the Company is not providing, and will not provide, any of the following services to you:

Certified Public Accounting (CPA) services
Public accounting or bookkeeping services
Tax preparation, tax filing, or formal tax planning advice
Audits, reviews, compilations, or any attestation of financial statements

3. No Professional-Client Relationship

Your use of this Website—including implementation of any suggestions set forth in this Website or use of any resources, packages, or coaching sessions—does not create a CPA-client, accountant-client, or any other professional-client relationship between you and the Company.

4. Seek Local Professional Advice

Financial coaching is not a substitute for professional financial, tax, investment, or legal advice. Every individual's financial situation is unique. You are strictly advised to consult with a licensed CPA, certified financial planner, or tax attorney in your local jurisdiction before making any major financial, investment, or tax decisions.

FINANCIAL EDUCATION WORKSHOP DISCLAIMER & NOTICE

PLEASE READ THIS DISCLAIMER CAREFULLY BEFORE PARTICIPATING IN THIS WORKSHOP, WEBINAR, OR USING ANY ACCOMPANYING MATERIALS.

1. Educational Purpose Only (No Investment Advice)

This workshop, including all presentations, handouts, slide decks, verbal discussions, interactive exercises, and Q&A sessions (collectively, the "Content"), is provided strictly for educational, informational, and general literacy purposes only.

Neither the instructor(s), host(s), presenter(s), nor the sponsoring organization are acting as registered investment advisers, broker-dealers, certified financial planners, tax professionals, or legal counsel. Nothing discussed in this workshop constitutes personalized financial, investment, legal, accounting, or tax advice.

2. No Fiduciary Relationship

Participation in this workshop does not create a fiduciary, advisory, client, or professional relationship between you and the presenter or organization. The presenter does not evaluate your individual financial situation, risk tolerance, time horizon, tax bracket, or net worth, and no content provided should be construed as a tailored recommendation to buy, hold, or sell any security, annuity, fund, or investment vehicle.

3. Independence & Non-Solicitation

Unless explicitly stated otherwise in writing:

The presenter and organization do not sell financial products, insurance policies, or annuities.

The presenter does not receive commissions, finder’s fees, or referral kickbacks from any brokerage platform, mutual fund company, or financial institution mentioned during the presentation.

Any references to specific tickers, exchange-traded funds (ETFs), index funds, stock strategies, or brokerage platforms are used solely as hypothetical or factual examples to illustrate general financial concepts.

4. Assumption of Risk & Personal Responsibility

Investing in financial markets, including equities, fixed income, index funds, and alternative assets, involves inherent risk, including the possible loss of principal.

Past performance of any asset class, index, strategy, or fund is no guarantee of future results.

You acknowledge and agree that you are solely and personally responsible for your own financial decisions, actions, and results.

You agree to perform your own due diligence and consult with a licensed, qualified, and independent financial adviser, CPA, or attorney before implementing any strategy or making any financial commitments based on ideas discussed in this workshop.

5. Hypothetical & Model Illustrations

Any projections, financial models, "safe withdrawal rate" calculations (e.g., the 4% rule), dynamic withdrawal strategies, or historical returns shown during this workshop are simulated or hypothetical in nature. They are designed with the benefit of hindsight, have inherent limitations, and do not represent actual trading or guaranteed future returns.

6. Disclaimer of Warranties & Limitation of Liability

All Content is provided on an "AS IS" and "AS AVAILABLE" basis without warranties of any kind, either express or implied, including accuracy, completeness, timeliness, or fitness for a particular purpose. To the fullest extent permitted by applicable law, the presenter, organization, and their officers, directors, employees, or agents disclaim all liability for any direct, indirect, incidental, consequential, or economic loss or damage incurred by any individual acting or refraining from action based upon the information provided during this workshop.

Need help with anything? Reach out at [email protected] and we’ll be glad to support you.

Contact:

Life Bridge Consulting, LLC
5000 Midway Road, Unit 12382
Fort Pierce, FL 34982
📧 [email protected]

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Financial Coaching & No Accounting Services Disclaimer

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