Wealth Together™ Program Agreement

Welcome to Wealth Together! This Agreement sets out the terms between Freedom Lab LLC operated by Dee Zimmerman (“Coach”) and the enrolled Client(s) (“Client”). By completing enrollment, you acknowledge and agree to these terms.

Coaching Relationship

We are committed to providing education, tools, and support to help you and your partner improve your financial systems, conversations, and confidence.

Your success depends on your active participation, openness, and follow-through. You are solely responsible for your financial, relational, physical, mental, and emotional wellbeing. The Coach is not liable for any actions, inactions, or results arising from coaching services.

Coaching Structure

Wealth Together is a 12-month group coaching program that includes:

  • Weekly group sessions (via Zoom)

  • Office hours and topical workshops

  • Private “laser” coaching calls as outlined in your enrollment package

  • Access to Kajabi course materials and downloadable resources

Session dates, times, and links will be provided by email.

Fees and Payment

By enrolling, you agree to pay the program fee as selected at checkout (in full or by installment plan). Payments are processed through Kajabi/Stripe.

If you choose a payment plan, all scheduled payments must be completed regardless of participation. Failure to complete payments may result in loss of program access.

Refund Policy

We want you to feel confident in your decision. If you attend sessions and participate in good faith but feel the program is not a fit, you may request a full refund within 30 days of the program start date (the release of your first lesson).

After that time, all sales are final. No refunds will be granted beyond the 30-day window.

Confidentiality

The Coach will not disclose information shared by Client(s) without written consent, except as required by law or in situations involving risk of harm.

Because this is a group program, confidentiality is also a shared responsibility. Clients agree to respect the privacy of fellow participants and not share their stories or details outside the group.

Intellectual Property

All materials in Wealth Together (videos, workbooks, guides, frameworks including the WealthTalk Guide™ and MoneyOps System™) are for your personal use only. Materials may not be reproduced, shared, or distributed without written permission.

Disclaimer

Coaching is educational, not financial, legal, medical, or mental health advice.

The Coach is not a licensed financial advisor, investment advisor, or tax professional. All information is for educational purposes only. Investing involves risks, and no results are guaranteed.

You agree to consult licensed professionals for specific financial, tax, or legal advice and assume all risks related to your financial decisions.

Termination

The Coach reserves the right to remove any participant without refund if they are disruptive, abusive, or misaligned with the program environment.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of Colorado.

By completing checkout, you acknowledge that you have read and agree to this Program Agreement.