Refund & Cancellation Policy
We want every client to feel good about their engagement with Vanta Wealth. This policy describes how cancellations and refunds work for our consulting and advisory services.
1. Initial Consultations
Introductory conversations are complimentary and carry no charge or obligation.
2. Project-Based Engagements
For fixed-fee or milestone-based engagements:
- If you cancel before work begins, you will receive a full refund of any prepaid fees.
- If you cancel after work has begun but before completion, you will be billed for the work performed and any non-recoverable expenses incurred to the date of cancellation. Any remaining prepaid balance will be refunded within ten (10) business days.
- Once a milestone or deliverable has been completed and delivered, fees for that milestone are non-refundable.
3. Retainer & Subscription Engagements
For ongoing retainers or recurring subscriptions:
- You may cancel at any time with at least fourteen (14) days' written notice.
- Cancellation takes effect at the end of the current billing period; the current period is not prorated or refunded.
- No further charges will be made after the cancellation takes effect.
4. Hourly Engagements
Hourly work is billed in arrears for time actually worked. Refunds are not applicable, but any billing disputes should be raised within thirty (30) days of the invoice date and we will work with you in good faith to resolve them.
5. How to Cancel or Request a Refund
Send a written cancellation or refund request to info@vantawealthh.com with your name, the engagement it relates to, and a brief reason. We will acknowledge your request within two (2) business days and process eligible refunds within ten (10) business days to the original payment method.
6. Chargebacks
We ask that you contact us before initiating a chargeback so we have an opportunity to resolve any concerns directly. Unjustified chargebacks may result in suspension of services and recovery of associated costs.
7. Exceptional Circumstances
If you experience an exceptional circumstance not covered above, contact us. We will review requests on a case-by-case basis and aim to find a fair resolution.
8. Contact
Vanta Wealth
208 Cardinal Glen Circle
Sterling, VA 20164
info@vantawealthh.com
+1 (571) 655-9366