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Terms of Service

Last updated: January 3, 2026

Agreement to Terms

By accessing or using Bati Wealth's website and services, you agree to be bound by these Terms of Service. If you disagree with any part of these terms, you may not access our services.

Services

Bati Wealth provides financial education and coaching services. Our services include:

  • One-on-one financial coaching sessions
  • Budget planning and financial education
  • Custom templates and tools
  • Accountability and support

Important: Bati Wealth provides financial education and coaching and does not provide individualized investment, tax, or legal advice. We are not licensed financial advisors, tax professionals, or attorneys.

Payment Terms

Payment is required in advance for all services. All payments are processed securely through Stripe. Prices are subject to change, but you will be charged the price in effect at the time of purchase.

Cancellation and Refunds

Please see our Refund Policy for details on cancellations and refunds.

Client Responsibilities

As a client, you agree to:

  • Provide accurate and complete information
  • Attend scheduled sessions on time
  • Complete any requested questionnaires or preparation materials
  • Respect the coaching relationship and maintain confidentiality

Limitation of Liability

Bati Wealth is not responsible for any financial decisions you make based on our coaching. We provide education and guidance, but you are responsible for your own financial decisions and outcomes.

Contact Us

If you have questions about these Terms of Service, please contact us at our contact page.