Effective Date: February 21, 2026 | Last Updated: February 21, 2026
These Terms of Service ("Terms") govern your access to and use of the services, website, and content provided by Doing Well ("we," "us," or "our") at startdoingwell.com. By accessing our website, booking a consultation, or purchasing any of our services, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our services.
We reserve the right to update these Terms at any time. Continued use of our services following any changes constitutes your acceptance of the revised Terms.
Doing Well provides financial life coaching services designed to help individuals, professionals, couples, and entrepreneurs improve their relationship with money, build financial literacy, and develop personalized financial plans. Our services include, but are not limited to:
Important: Doing Well provides financial life coaching and educational guidance only. We are not licensed financial advisors, investment advisors, attorneys, or accountants. Nothing in our services constitutes financial, investment, legal, or tax advice. Always consult a licensed professional for advice specific to your situation.
You must be at least 18 years of age to use our services. By using our services, you represent and warrant that you are at least 18 years old and have the legal capacity to enter into these Terms. Our services are intended for residents of the United States.
Free consultations and coaching sessions are scheduled through our booking platform (Calendly). By booking an appointment, you agree to:
We reserve the right to reschedule or cancel sessions and will make reasonable efforts to notify you in advance.
Pricing for our coaching plans and services is provided during your consultation and/or on our website. All fees are stated in U.S. dollars. We reserve the right to change our pricing at any time, with notice to existing clients.
Payment is due as outlined in your service agreement or at the time of purchase. By providing payment information, you authorize us to charge the applicable fees to your chosen payment method. All payments are processed through secure third-party payment processors.
Due to the personalized and time-intensive nature of our financial coaching services, all sales are generally final. If you have concerns about a purchase, please contact us at team@startdoingwell.com within 7 days of payment and we will do our best to address the situation on a case-by-case basis.
To get the most out of our services, you agree to:
You acknowledge that the results of financial coaching depend significantly on your own effort, engagement, and implementation. We cannot guarantee specific financial outcomes.
Doing Well is a financial life coaching service, not a registered investment advisor, broker-dealer, financial planner, attorney, or CPA. All content, coaching, and resources we provide are for educational and informational purposes only and do not constitute financial, investment, legal, or tax advice.
We strongly encourage you to consult with licensed financial advisors, accountants, attorneys, or other qualified professionals before making significant financial decisions. Any financial decisions you make based on your engagement with Doing Well are made at your own risk.
All content on our website and provided through our services — including but not limited to written materials, financial templates, worksheets, coaching frameworks, newsletters, videos, and branding — is the intellectual property of Doing Well and is protected by applicable copyright and trademark laws.
You may use our content for your personal, non-commercial purposes only. You may not reproduce, distribute, modify, create derivative works from, publicly display, or commercially exploit any of our content without our prior written permission.
We understand that the financial information you share with us is sensitive. We treat all client information with strict confidentiality and will not disclose your personal or financial information to third parties except as described in our Privacy Policy or as required by law.
Likewise, you agree to keep confidential any proprietary methods, frameworks, or materials we share with you through our coaching services.
By providing your phone number and opting in, you consent to receive SMS/text messages from Doing Well, including appointment reminders, coaching updates, and informational messages. Message and data rates may apply. Message frequency varies.
You may opt out at any time by replying STOP to any message. For help, reply HELP or contact us at team@startdoingwell.com. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
By submitting a testimonial, review, or case study participation, you grant Doing Well a non-exclusive, royalty-free, perpetual license to use, reproduce, publish, and display your feedback (including your first name and general profession) on our website, social media, and marketing materials.
We will never disclose your last name, specific financial details, or other identifying information without your explicit written consent. You may request removal of your testimonial at any time by contacting us.
Our website and services may integrate with or link to third-party platforms including Calendly, payment processors, email marketing tools, and social media platforms. These third-party services have their own terms of service and privacy policies, and we are not responsible for their practices or content.
Your use of any third-party service is at your own risk and subject to that party's terms.
Our services are provided "as is" and "as available" without warranties of any kind, either express or implied. We do not warrant that our services will be uninterrupted, error-free, or that any specific financial results will be achieved.
To the maximum extent permitted by applicable law, Doing Well and its owners, coaches, employees, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of income, loss of profits, or financial losses, arising out of or related to your use of our services, even if we have been advised of the possibility of such damages.
Our total liability to you for any claims arising from or related to these Terms or our services shall not exceed the amount you paid to us in the three (3) months preceding the claim.
You agree to indemnify, defend, and hold harmless Doing Well and its owners, coaches, employees, and affiliates from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or in any way connected with your use of our services, your violation of these Terms, or your violation of any rights of a third party.
Either party may terminate a coaching engagement or service agreement at any time. We reserve the right to suspend or terminate your access to our services at our discretion if we believe you have violated these Terms, engaged in fraudulent activity, or acted in a way that is harmful to us or other clients.
Upon termination, your rights to use our services and proprietary materials immediately cease. Provisions of these Terms that by their nature should survive termination (including intellectual property, confidentiality, and limitation of liability) shall survive.
These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. Any disputes arising under these Terms shall first be attempted to be resolved through good-faith negotiation. If unresolved, disputes shall be subject to binding arbitration in Los Angeles County, California, in accordance with the rules of the American Arbitration Association.
You agree to waive any right to a jury trial or to participate in a class action lawsuit in connection with your use of our services.
These Terms, together with our Privacy Policy and any service agreements you enter into with us, constitute the entire agreement between you and Doing Well regarding your use of our services and supersede all prior agreements and understandings.
If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect.
If you have any questions about these Terms of Service, please contact us:
Doing Well
Website: startdoingwell.com
Email: team@startdoingwell.com
Booking: calendly.com/startdoingwell/intro
