Terms of service.

Terms of Service

Last Updated: July 21, 2025

Welcome to Rooted Financial! By using our website and services, you agree to the following terms.

Services

Rooted Financial provides financial coaching and limited bookkeeping services. Coaching is for educational and guidance purposes only and does not replace advice from a licensed financial, tax, or legal professional.

Appointments & Cancellations

We ask that you provide at least 24 hours' notice for cancellations or rescheduling. Missed or late-cancelled appointments may be subject to a fee.

Payments

Payment is due at the time of booking or as agreed upon in advance. We may use secure third-party platforms for processing payments.

Client Responsibilities

Clients are responsible for providing accurate information and taking action on coaching recommendations. We do not guarantee specific financial outcomes.

Intellectual Property

All content on this site—logos, materials, blog posts, and downloadable resources—belongs to Rooted Financial. Please do not reproduce or share without permission.

Limitation of Liability

Rooted Financial is not liable for any direct or indirect losses related to the use of our services. Coaching is meant to support—not replace—your financial decisions.

Changes to These Terms

We may update these terms periodically. By continuing to use the site, you accept any changes.

Contact Us

For questions about these terms, reach out to us at: cynthia@therootedfinancial.com