Crowned in Wealth provides financial education, cash flow analysis, and strategy discussions designed to help clients better understand and manage their personal finances.

The initial phase of services focuses on:

- Reviewing and analyzing a client’s Money Max™ account data

- Understanding income, expenses, cash flow, and debt structure

- Demonstrating cash flow management strategies

Once a client has an understanding of their cash flow and financial structure, additional strategies may be discussed, which may include concepts commonly referred to as “becoming your own bank” and the introduction of financial products.

Crowned in Wealth does not act as a fiduciary, broker-dealer, bank, lender, or financial institution.

Any discussion of financial products:

- Is educational in nature

- Does not constitute individualized financial, investment, tax, or legal advice

- Does not obligate the client to purchase or participate

- May involve third-party providers

Clients are encouraged to consult licensed financial, legal, and tax professionals before making decisions involving financial products.

NO GUARANTEE OF RESULTS

Participation in services, including cash flow management strategies or financial product discussions, does not guarantee:

- Specific financial outcomes

- Increased cash flow

- Debt elimination

- Performance of any financial product

Results vary based on individual circumstances and client decisions.

Crowned in Wealth provides:

- Financial education

- Cash flow strategy discussions

- Debt optimization modeling and analysis

- Strategy consultations

Crowned in Wealth utilizes third-party tools, including the Money Max™ platform, to assist with educational modeling and strategy discussions. Crowned in Wealth does not own or control the Money Max platform and does not guarantee results.

Individual results vary. Participation in services does not guarantee:

- Increased cash flow

- Debt elimination

- Interest savings

- Financial outcomes of any kind

All examples discussed are illustrative only.

You agree to:

- Provide accurate and truthful information

- Use services for lawful purposes only

- Not interfere with or misuse systems, including AI tools

Crowned in Wealth is not responsible for outcomes resulting from inaccurate or incomplete information you provide.

You acknowledge that:

- Some interactions are handled by AI voice and chat systems

- AI systems assist with intake, information gathering, and scheduling

- AI systems do not replace human advisors

- You may request a live representative at any time

- Appointments are subject to availability

- Late or missed appointments may require rescheduling

- Crowned in Wealth reserves the right to cancel or reschedule appointments

By providing your contact information, you consent to receive:

- Phone calls

- SMS/text messages

- Emails

Message and data rates may apply. You may opt out at any time by replying STOP to SMS messages or using unsubscribe links in emails.

All content, branding, materials, scripts, systems, and workflows are the property of Crowned in Wealth and may not be copied, reproduced, or distributed without written permission.

To the fullest extent permitted by law, Crowned in Wealth shall not be liable for:

- Direct or indirect damages

- Financial losses

- Lost opportunities

- Errors, omissions, or reliance on information provided

Use of services is at your own risk.

You agree to indemnify and hold harmless Crowned in Wealth from any claims arising from:

- Your misuse of services

- Violation of these Terms

Inaccurate or misleading information you provide

Crowned in Wealth reserves the right to suspend or terminate access to services at any time, without notice, for violations of these Terms.

These Terms are governed by the laws of the United States and the applicable state of operation, without regard to conflict-of-law principles.

We may modify these Terms at any time. Continued use of services constitutes acceptance of updated Terms.

Crowned in Wealth
Website: https://www.crownednwealth.com
Email: [email protected]