Financial Caffeine Terms & Conditions

By enrolling in Financial Caffeine SMS updates—or any of our associated programs, workshops, or offers—you agree to receive text messages related to education, scheduling, reminders, and exclusive resources around advanced wealth planning, insurance strategies, and Financial Caffeine announcements.

Our goal is to deliver clear, valuable communication that supports your understanding of life insurance, tax-efficient planning, and the strategies we teach inside the Financial Caffeine ecosystem.

Opt-Out
You may cancel the SMS service at any time.
Simply text "STOP" to the shortcode.
After you send “STOP,” you will receive a confirmation message. Once confirmed, you will no longer receive SMS messages from us.
To rejoin, simply enroll again through the original sign-up method.

Help & Support
If you are experiencing issues with the SMS program, reply with the keyword "HELP" for assistance,
 or contact us directly at: kelly@financialcaffeine.com.

Message Delivery
Wireless carriers are not liable for delayed or undelivered messages.
As always, message and data rates may apply for both messages sent to you and from you.
 Message frequency varies based on your engagement with our programs and may include reminders, updates, educational content, or invitations to schedule calls. For questions about your text or data plan, please contact your wireless provider.

Privacy
We respect your privacy.
Your information is never sold or shared with third parties.