Refund & Cancellation Policy

Effective Date: 05-22-2026
Last Updated: 06-01-2026

This Refund & Cancellation Policy (“Policy”) applies to services provided by Angulo & Morsa Legacy Consulting LLC (“Company,” “we,” “our,” or “us”).

By booking appointments, purchasing services, signing agreements, accepting proposals, submitting payment, authorizing work to begin, or otherwise engaging with the Company, clients acknowledge that they have had the opportunity to review and agree to this Policy, our Terms & Conditions, and any applicable proposal, invoice, statement of work, service agreement, checkout terms, or other written documentation.

If there is any conflict between this Policy and a signed written agreement, the signed written agreement will control for that specific engagement.

Nothing in this Policy limits any rights that cannot legally be waived under applicable law.

General Refund Policy

Because our services are customized, strategic, advisory, creative, and time-based in nature, payments are generally non-refundable once work has begun.

Work may be considered to have begun upon the earliest occurrence of:

  • Scheduling or reserving service capacity

  • Client onboarding

  • Review of client materials

  • Research or planning

  • Consultation

  • Internal preparation

  • Creation of deliverables

  • Strategy development

  • Administrative setup

  • Commencement of implementation activities

Services that are generally subject to this policy include, but are not limited to:

  • Customer Journey & Operations Reviews

  • Consulting engagements

  • Advisory services

  • Audits and assessments

  • Strategy sessions

  • Research and planning

  • Branding services

  • Website services

  • Operational consulting

  • Customer experience consulting

  • Implementation support

  • Creative work

  • Retainers

  • Custom business services

Refunds are generally not available for:

  • Completed work

  • Partially completed work

  • Reserved service time

  • Unused service capacity

  • Missed meetings

  • Late cancellations

  • Client delays

  • Client inaction

  • Project abandonment

  • Delivered recommendations

  • Subjective dissatisfaction after service delivery

  • Business results outside the Company’s control

If a client elects to terminate services after work has begun, amounts already paid generally remain non-refundable unless otherwise required by law or agreed in writing.

The Company may evaluate refund requests on a case-by-case basis and may offer a refund, partial refund, service credit, revised scope, rescheduling option, or other resolution where appropriate.

Customer Journey & Operations Review

Customer Journey & Operations Reviews are introductory paid consulting sessions intended to discuss business goals, evaluate fit, and determine potential next steps.

Customer Journey & Operations Reviews are non-refundable unless canceled at least seventy-two (72) hours before the scheduled appointment.

Clients may reschedule a Customer Journey & Operations Review one (1) time without penalty, subject to availability.

Missed appointments, late cancellations, repeated rescheduling requests, or failure to attend may result in forfeiture of the appointment and associated payment.

If a client arrives late, the session may still conclude at the originally scheduled end time.

The Company reserves the right to decline repeated bookings or excessive rescheduling activity.

Customer Journey & Operations Review Credits

If eligible services are purchased within thirty (30) days following completion of a Customer Journey & Operations Review, the Customer Journey & Operations Review fee will be credited toward the new service invoice.

Customer Journey & Operations Review credits:

  • Expire thirty (30) days after the Customer Journey & Operations Review date

  • Are non-transferable

  • Have no cash value

  • Cannot be exchanged for cash

  • Cannot be applied after expiration

  • Cannot be applied retroactively

  • May be subject to eligibility requirements

The Company may determine promotional eligibility criteria for credits or discounts.

Audits, Assessments & Project-Based Services

Payments for audits, assessments, reports, recommendations, implementation work, branding, website services, operational consulting, customer experience consulting, and project-based work are generally non-refundable once work begins.

Work may include:

  • Intake and onboarding

  • Review of submitted materials

  • Planning and research

  • Scheduling

  • Meetings

  • Drafting

  • Analysis

  • Creative development

  • Internal review

  • Deliverable preparation

  • Administrative coordination

If cancellation occurs before work begins, the Company may review the request and may offer a refund, partial refund, credit, revised scope, or alternate resolution depending on circumstances.

Refunds are not guaranteed unless expressly stated in writing.

Retainers, Recurring Services & Ongoing Support

Retainers, recurring consulting arrangements, advisory services, quarterly reviews, and ongoing support engagements are generally non-refundable once payment is received and work, preparation, or scheduling has begun.

Unused service time does not carry forward unless expressly stated in writing.

Billing schedules, renewal terms, cancellation procedures, commitments, and scope will be outlined in the applicable agreement, proposal, invoice, checkout process, or service documentation.

Services do not automatically renew unless clearly disclosed.

If automatic renewal or recurring billing applies, material renewal terms will be disclosed before enrollment and require affirmative client authorization.

Cancellation does not eliminate responsibility for:

  • Completed work

  • Earned fees

  • Reserved service time

  • Outstanding balances

  • Non-refundable amounts

Cancellations & Rescheduling

Cancellation or rescheduling requests must be submitted using the booking platform, email, or written communication to the contact information below.

Requests are considered received when acknowledged by the Company.

Approval of cancellation or rescheduling requests is subject to applicable service terms.

Appointments, service credits, and reserved consulting time are non-transferable unless approved in writing.

Project Delays & Client Inaction

The Company is not responsible for delays resulting from:

  • Delayed communication

  • Missing information

  • Delayed approvals

  • Incomplete materials

  • Third-party providers

  • Scheduling conflicts

  • Technical issues outside reasonable control

  • Failure to provide required access

Client-caused delays do not qualify for refunds.

If a project becomes inactive:

  • After fourteen (14) calendar days of inactivity, work may be paused.

  • After thirty (30) calendar days of inactivity, the project may be closed.

Resuming work may require:

  • New timelines

  • Updated scope

  • Additional payment

  • New agreements

Service Interruptions Beyond Reasonable Control

The Company is not responsible for delays, interruptions, inability to perform, or rescheduling caused by events outside reasonable control, including:

  • Natural disasters

  • Severe weather

  • Internet outages

  • Platform outages

  • Utility interruptions

  • Public emergencies

  • Government actions

  • Labor disruptions

  • Public health events

Where commercially reasonable, the Company may attempt to reschedule services or provide an alternative solution.

Company Cancellation or Refusal of Service

The Company reserves the right to decline or terminate services if a client:

  • Fails to make required payments

  • Repeatedly delays work

  • Violates Company policies

  • Requests unlawful or unethical work

  • Behaves abusively or unprofessionally

  • Prevents reasonable completion of services

If the Company cancels before work begins for reasons unrelated to client conduct, the Company may offer a refund, credit, rescheduling option, or alternate resolution.

If services are terminated after work begins due to client conduct or breach, amounts already earned remain non-refundable to the extent permitted by law.

Third-Party Costs

Projects may involve third-party expenses including:

  • Software

  • Domains

  • Hosting

  • Plugins

  • Stock assets

  • Advertising

  • Printing

  • Contractors

  • Professional services

Unless otherwise stated, these costs remain the client’s responsibility and are generally non-refundable once incurred.

The Company is not responsible for third-party refund policies, outages, limitations, or billing practices.

Chargebacks & Payment Disputes

By submitting payment, clients acknowledge that:

  • Payment was knowingly authorized

  • Services are customized and time-based

  • Work may begin shortly after authorization

  • Applicable refund and cancellation terms were made available

Clients are encouraged to contact the Company before initiating a payment dispute so concerns may be addressed in good faith.

The Company reserves the right to respond to chargebacks involving:

  • Signed agreements

  • Approved proposals

  • Completed services

  • Reserved consulting time

  • Deliverables

  • Communications

  • Scheduling records

  • Payment records

Fraudulent or abusive chargebacks may result in service termination, collections activity, refusal of future services, or legal remedies where permitted.

Nothing in this section limits rights available under applicable law.

No Guaranteed Results

Angulo & Morsa Legacy Consulting LLC does not guarantee:

  • Business growth

  • Revenue increases

  • Profitability

  • Customer acquisition

  • Marketing performance

  • Cost savings

  • Website traffic

  • Search rankings

  • Conversion rates

  • Operational outcomes

  • Any specific business result

Business outcomes depend on factors outside the Company’s control.

Refunds are not available solely because expected business results were not achieved.

Clients remain responsible for their own business decisions, implementation, operations, compliance, staffing, marketing, pricing, and financial outcomes.

Refund Processing

If approved, refunds will generally be issued to the original payment method when reasonably possible.

Processing times depend on banks, payment processors, platforms, and financial institutions.

Previously disclosed processing fees, third-party costs, or non-recoverable administrative expenses may be excluded from discretionary refunds where permitted by law.

Consumer Rights

Nothing in this Policy limits consumer rights that cannot legally be waived.

If any provision is determined unenforceable, the remaining provisions remain in effect to the fullest extent permitted by law.

Eligibility to Purchase Services

Services are intended for individuals who are at least eighteen (18) years old or otherwise have legal authority to enter binding agreements.

Policy Changes

This Policy may be updated periodically.

Updated versions will apply prospectively unless otherwise stated and will not retroactively modify signed agreements unless required by law or agreed in writing.

Contact Information

Angulo & Morsa Legacy Consulting LLC
Phone: (951) 323-3762
Email: [email protected]