Refund Policy

We believe advisory work should begin with clarity — including on how refunds and cancellations are handled. The terms below apply to each of our packages.

Summary

I. Vision — Strategy Session

A full refund is available if you cancel at least 48 hours before your scheduled session. Inside the 48-hour window, one complimentary reschedule is offered. Sessions that have been delivered are non-refundable.

II. Legacy — Advisory Retainer

You may cancel a Legacy retainer at any time, effective at the end of your current billing quarter. We do not issue partial-quarter refunds. To ensure your card is not charged for the following quarter, please provide written notice at least 14 days before your renewal date.

III. Generations — Family Office Partnership

Refund and termination terms for Generations engagements are defined in the signed custom proposal for each engagement and control over the general terms above.

Requesting a Refund

Refund and cancellation requests may be sent to info@francesfloraholdingco.com or by phone at 307-263-4875. Approved refunds are returned to the original payment method by Stripe and typically appear within 5–10 business days.

Dispute resolution process

1. Contact us — email info@francesfloraholdingco.com or call 307-263-4875 within 14 days of the charge, with the order confirmation and a description of the issue.
2. Acknowledgment — we confirm receipt within 2 business days.
3. Review — we review the charge against the engagement's scope and deliverables and respond with a resolution (refund, corrective action, or explanation) within 5 business days.
4. Escalation — if not satisfied, the client can request a call with a senior consultant before taking further action.

We ask that you use this process first for any billing concern.