Terms of Service

Sequential Financial Strategies
Effective Date: March 20, 2026

Please read these Terms of Service ("Terms") carefully before using the website located at sequentialfinancialstrategies.com (the "Site") operated by Sequential Financial Strategies ("we," "us," or "our"). By accessing or using our Site, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use the Site.


1. Acceptance of Terms
These Terms constitute a legally binding agreement between you and Sequential Financial Strategies governing your use of the Site and any services, content, or features available through it. We reserve the right to update or modify these Terms at any time without prior notice. Changes become effective upon posting to the Site. Your continued use of the Site after any changes constitutes your acceptance of the updated Terms. It is your responsibility to review these Terms periodically.


2. Description of Services
Sequential Financial Strategies is a financial education and strategy firm dedicated to helping individuals optimize their personal finances, build businesses, achieve tax-advantaged retirement funding, and create generational wealth. The Site provides educational content, information about our services and programs, and a means to contact us or request consultations.
Our services include, but are not limited to:
Financial education and coaching through our Financial Fitness 101 program
Personal financial strategy consultations
Business ownership guidance and planning
Tax-free retirement funding strategies
Generational wealth building education
Opportunities for real estate agents, insurance producers, and other professionals


3. Not Financial, Legal, or Tax Advice
IMPORTANT DISCLAIMER: The content provided on this Site is for general educational and informational purposes only and does not constitute financial advice, investment advice, legal advice, or tax advice.
Sequential Financial Strategies is an educational and financial strategy firm. We are not a registered investment advisor, broker-dealer, attorney, or certified public accountant. Nothing on this Site should be construed as a solicitation or offer to buy or sell any securities or financial instruments.
You should always consult with qualified, licensed professionals — including a certified financial planner, attorney, and/or tax advisor — before making any financial, legal, or tax decisions. Any decisions you make based on information obtained through this Site are made at your own risk, and we expressly disclaim any liability for such decisions.


4. Eligibility
By using this Site, you represent and warrant that you are at least 18 years of age and have the legal capacity to enter into a binding agreement. If you are accessing the Site on behalf of a business entity, you represent that you have authority to bind that entity to these Terms.


5. Use of the Site
5.1 Permitted Use
You may use the Site for lawful purposes only. You agree to use the Site solely for your personal, non-commercial use in connection with learning about our services or engaging with our educational content.
5.2 Prohibited Conduct
You agree not to:
Use the Site for any unlawful, fraudulent, or deceptive purpose
Transmit any harmful, offensive, or disruptive content through the Site
Attempt to gain unauthorized access to any part of the Site or our systems
Use automated tools, bots, scrapers, or similar technology to collect data from the Site
Reproduce, distribute, or create derivative works from Site content without our written consent
Impersonate any person or entity, or misrepresent your affiliation with any person or entity
Interfere with the security, integrity, or availability of the Site
Post or transmit unsolicited commercial communications (spam)


6. Intellectual Property
All content on this Site — including text, graphics, logos, images, videos, course materials, and software — is the property of Sequential Financial Strategies or its content licensors and is protected by applicable copyright, trademark, and intellectual property laws.
You are granted a limited, non-exclusive, non-transferable license to access and view the Site content for your personal, informational use only. You may not:
Copy, reproduce, or republish any Site content without prior written permission
Modify, translate, or create derivative works based on Site content
Use our trademarks, logos, or brand elements without express written authorization
Remove or alter any copyright, trademark, or other proprietary notices


7. User-Submitted Information
When you submit information through our contact forms, consultation requests, or application forms, you grant us permission to use that information to respond to your inquiry and provide our services. You represent that any information you submit is accurate, current, and complete, and that you have the right to provide it.
Please do not submit sensitive financial information (such as Social Security numbers, bank account numbers, or passwords) through our website contact forms. We are not responsible for any information submitted in an unsecured manner.


8. Third-Party Links and Resources
The Site may contain links to third-party websites, resources, or services that are not owned or controlled by Sequential Financial Strategies. We provide these links for convenience only and do not endorse, control, or assume any responsibility for the content, privacy practices, or terms of those third-party sites.
Your use of any third-party site is governed by that site's own terms and privacy policy. We encourage you to review them before providing any personal information.


9. Testimonials and Results
Any testimonials, case studies, success stories, or examples of results described on this Site represent individual experiences and outcomes. Results will vary based on individual circumstances, effort, and other factors. We make no guarantee that you will achieve similar or any particular financial results from using our services or educational materials.


10. Disclaimers and Limitation of Liability
10.1 Disclaimer of Warranties
THE SITE AND ALL CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. SEQUENTIAL FINANCIAL STRATEGIES EXPRESSLY DISCLAIMS ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
We do not warrant that the Site will be uninterrupted, error-free, or free of viruses or other harmful components. We do not warrant the accuracy, completeness, or timeliness of any content on the Site.
10.2 Limitation of Liability
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, SEQUENTIAL FINANCIAL STRATEGIES AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND AFFILIATES SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF THE SITE OR OUR SERVICES, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Our total liability to you for any claim arising out of or relating to these Terms or your use of the Site shall not exceed the greater of (a) the amount you paid us in the twelve months prior to the claim, or (b) one hundred dollars ($100).


11. Indemnification
You agree to indemnify, defend, and hold harmless Sequential Financial Strategies and its officers, directors, employees, agents, and affiliates from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or relating to: (a) your use of or inability to use the Site; (b) your violation of these Terms; (c) your violation of any third-party right; or (d) any content or information you submit through the Site.


12. Privacy
Your use of the Site is also governed by our Privacy Policy, which is incorporated into these Terms by reference. Please review our Privacy Policy at sequentialfinancialstrategies.com to understand our data collection and use practices.


13. Termination
We reserve the right, in our sole discretion, to suspend or terminate your access to the Site at any time, for any reason, without notice or liability to you. Upon termination, all provisions of these Terms that by their nature should survive will survive, including intellectual property rights, disclaimers, and limitations of liability.


14. Governing Law and Dispute Resolution
These Terms shall be governed by and construed in accordance with the laws of the State of Washington, without regard to its conflict of law provisions. Any dispute arising out of or relating to these Terms or your use of the Site shall be subject to the exclusive jurisdiction of the state and federal courts located in Washington.
Before initiating any formal legal proceedings, you agree to contact us in good faith to attempt to resolve the dispute informally. We will attempt to do the same.


15. Severability
If any provision of these Terms is found to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. The invalid or unenforceable provision shall be modified to the minimum extent necessary to make it valid and enforceable.


16. Entire Agreement
These Terms, together with our Privacy Policy and any other agreements you enter into with us for specific services, constitute the entire agreement between you and Sequential Financial Strategies regarding your use of the Site and supersede all prior agreements, understandings, or representations.


17. Contact Us
If you have any questions, concerns, or feedback regarding these Terms of Service, please contact us:
Sequential Financial Strategies
Website: sequentialfinancialstrategies.com
Email: contact@sequentialfinancialstrategies.com


Educate. Execute. Prosper.