Terms of Service

Last updated: March 17, 2026

These Terms of Service govern your use of WealthMilestone and its services. By accessing and using our website, you agree to be bound by these terms. If you do not agree with any part of these terms, you must discontinue use of our platform immediately. We reserve the right to modify these terms at any time, and your continued use of our services constitutes acceptance of any changes.

Acceptance of Terms

By using our platform, you acknowledge that you have read, understood, and agree to be legally bound by all provisions outlined in this Terms of Service agreement. We provide tools and resources designed to help you set financial goals, establish SMART objectives, track savings rates, and monitor your progress toward financial milestones. Your access to and use of our services is conditioned upon your acceptance of these terms without modification. If you are accessing our platform on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these terms.

User Obligations and Responsibilities

You agree to use our services only for lawful purposes and in a way that does not infringe upon the rights of others or restrict their use and enjoyment. You must provide accurate and complete information when registering or updating your profile. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. We expect you to use our financial tracking tools responsibly and to refrain from attempting to access unauthorized portions of our platform or systems. You acknowledge that the information you input regarding your financial goals and savings benchmarks is your responsibility, and we are not liable for decisions made based on data you provide.

Intellectual Property Rights

All content, materials, and resources available on our platform, including but not limited to text, graphics, logos, templates, milestone review frameworks, and financial goal-setting tools, are the exclusive property of our organization or our content providers. You are granted a limited, non-exclusive, non-transferable license to access and use these materials solely for your personal financial planning purposes. You may not reproduce, distribute, transmit, modify, or create derivative works from any content without our express written permission. This includes our proprietary financial dashboard awareness tools, savings rate benchmarking systems, and progress tracking methodologies. Any unauthorized use of our intellectual property may result in legal action.

Limitation of Liability

To the maximum extent permitted by law, we are not liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of or inability to use our services. Our total liability to you for any claims arising from these terms shall not exceed the amount you paid us, if any. We provide our financial tracking and goal-setting tools on an as-is basis without warranties of any kind. We do not guarantee the accuracy, completeness, or timeliness of any information on our platform. You acknowledge that financial planning involves risks, and you use our services at your own risk. We are not responsible for any financial losses or decisions made based on information provided through our platform.

Termination of Service

We reserve the right to terminate or suspend your account and access to our services at any time, with or without cause, and with or without notice. Grounds for termination may include violation of these terms, illegal activity, abuse of our platform, or other conduct we deem harmful to our services or other users. Upon termination, your right to use our platform ceases immediately, though you may request access to your financial data in accordance with applicable data protection laws. We may also discontinue or modify our services at any time. In the event of termination, any provisions that by their nature should survive termination, including intellectual property rights and limitation of liability, shall remain in effect.