Draft — to be reviewed by a professional before use. This is not legal advice.
Terms
What this is
The Plan Builder and Starter Kit teach general concepts. They aren't investment, tax or legal advice, and they don't recommend any platform or investment for you. I'm not a financial advisor. Do your own research, or talk with a licensed professional about your situation.
Hypothetical examples
Every projection is hypothetical. Numbers assume the same return every year, contributions at the end of each month, and monthly compounding. They leave out fees, taxes and inflation. Real returns vary, and investing involves risk, including losing money. Past results don't guarantee future ones.
Your content
The goals, amounts and other answers you type are used to create your plan. Please don't enter account numbers, passwords, Social Security numbers or other sensitive financial details.
No guarantees
Hypothetical examples don't guarantee future results. Investing involves risk, including losing money.
Refunds
[TO CONFIRM: refund wording]
Changes
These terms may be updated when the tool or sales page changes.
Contact
Pay It Forward Investments, LLC, doing business as Make It Make Cents. Email hello@makeitmakecentstome.com.