← Portia · Business & Financial Education

Refund Policy

Last updated: [SLOT: DATE]

Because our programs are educational and access to materials and mentorship begins promptly, the terms below apply. You are purchasing education and preparation services - not a guaranteed outcome.

1. Educational programs & mentorship

[SLOT: CONFIRM POLICY - e.g. "You may request a full refund within 3 days of enrollment, provided you have not accessed the core program materials or attended a mentorship session. After that point, or once materials have been accessed, fees are non-refundable because the education has been delivered."] Refunds are not issued based on funding decisions or personal credit outcomes, as those are never guaranteed and are outside our control.

2. Tax-preparation services

[SLOT: CONFIRM POLICY - e.g. "Tax-preparation fees are earned as work is performed. Fees for completed and filed returns are non-refundable."]

3. What is never grounds for a refund

Not being approved for funding, not receiving a loan or credit line, or not seeing a change in a personal credit score or report is not a basis for a refund. These are outcomes we never promise and cannot control; our programs provide education and preparation only.

4. How to request

Send refund requests to [SLOT: EMAIL] with your name and enrollment date. We'll respond within [SLOT: N] business days.