Terms of Use

Effective Date: April 14, 2026

By using this website, you agree to the following:

1. No Financial Advice

All content is for informational purposes only and does not constitute financial, legal, or tax advice. You should consult your own advisors.

2. No Guarantees

We make no guarantees about results from using our content, services, or tools.

3. Limitation of Liability

PORTAL CFO Consulting, Inc. is not liable for any damages resulting from your use of this website or services.

4. Intellectual Property

All content (text, tools, frameworks) is owned by PORTAL CFO Consulting, Inc. and may not be copied or distributed without permission.

5. Payments & Purchases

We offer services and digital products through different platforms:

  • Services (e.g., 60-Minute Financial Check): Payments are processed on this website via Stripe.
  • Digital Products: Sold through third-party platforms, including Gumroad.

By making a purchase, you agree to the terms and policies of the applicable payment processor or platform.

Unless otherwise stated:

  • Service fees are non-refundable once delivered
  • Digital product sales are final

We are not responsible for transaction issues handled by third-party platforms.

6. Service Terms (60-Minute Financial Check)

This is a scheduled advisory session. You are responsible for attending at the scheduled time.

Scheduling Policy Scheduled sessions must be attended as booked. Missed sessions or late cancellations may be forfeited.

7. Third-Party Services

We may link to or use third-party platforms. We are not responsible for their content, policies, or practices, including Gumroad.

8. Changes

We may update these terms at any time.

Disclaimer The information on this website is for general informational purposes only and should not be considered financial, legal, or tax advice. No client relationship is formed without a signed agreement.


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