top of page


Bi-monthly meeting for Existing Recurring Clients

  • 45 min
  • Zoom Meeting

Service Description

Experience a deep dive into your financial wellness with our SPANANCIAL WELLNESS® CLIENT DEEP DIVE at The Money Council®. Through an in-depth client review, we'll discuss all tax details and strategies tailored to your unique financial situation. Our approach is both sassy and professional, providing you with the comprehensive guidance and expertise you deserve. Please be prepared to discuss: → Current financial statements from QuickBooks Online → Tax escrow accounts for Sales tax, federal and state income tax → Any additional questions you may have that is top of mind

Cancellation Policy

No Chargebacks: Client acknowledges and agrees that no chargebacks shall be allowed for any service rendered or any payment made to Company. In the event that PayPal, Stripe, or any other third-party online payment service grants a refund or chargeback in contravention to these terms and conditions, Client shall take any and all actions and execute all documents deemed necessary by Company to reverse such refund or chargeback. Client also agrees that Client’s signature on this Agreement shall be sufficient documentation to an online payment service needing proof or documentation that the service was rendered pursuant to this Agreement or needing justification for a reversal of a chargeback/refund. Further, in the event of a chargeback, whether authorized or unauthorized by Client after the Services have actually been rendered, Client agrees that Client will provide the outstanding payment to Company within five (5) calendar days of notice. Unpaid balances will accrue interest in the amount of ten (10) percent per month until the outstanding balance is paid. Fraudulent Chargebacks: Client agrees not to authorize any chargebacks for Services actually rendered by Company and understands that the authorization of a chargeback for Services actually rendered may constitute theft of Services under O.C.G.A. § 16-8-5.

Contact Details


260 Peachtree Street Northwest suite 2200, Atlanta, GA, USA

bottom of page