Effective Date: February 19, 2026
Welcome to BloomWithLoriElizabeth.com (“Website”), owned and operated by Lori Elizabeth (“Company,” “we,” “us,” or “our”).
By accessing or using this Website, purchasing any product, or enrolling in any course, you agree to be bound by these Terms and Conditions (“Terms”). If you do not agree, please do not use this Website.
1. Use of Website
This Website provides educational financial content, digital products, training programs, and related resources designed to help individuals and families build, protect, and structure their finances.
You agree to use this Website only for lawful purposes and in accordance with these Terms.
2. Educational & Informational Purposes Only
All content, courses, materials, and information provided on this Website are for educational and informational purposes only.
Nothing on this Website constitutes legal, tax, investment, insurance, or financial advice.
Purchasing or accessing any product or service does not create a fiduciary, advisory, attorney-client, or client relationship unless expressly stated in a separate written agreement.
You are solely responsible for your financial and legal decisions. You are encouraged to consult with licensed professionals before implementing any financial or legal strategy.
3. Digital Products & Course Access
We may offer digital products, including but not limited to:
- eBooks
- The Wealth Design Lab training program
- Downloadable resources
- Educational materials
Upon purchase, you are granted a limited, non-exclusive, non-transferable license for personal use only.
You may not:
- Share login credentials
- Distribute course materials
- Resell or reproduce content
- Record, copy, or republish materials
- Transfer your account to another person
All content remains the intellectual property of the Company.
4. Payments & Refund Policy
All purchases made through the Website are processed via secure third-party payment providers.
All sales of digital products and courses are final.
No refunds will be issued unless required by law.
By completing a purchase, you acknowledge and agree to this no-refund policy.
5. Account Responsibility
If you create an account on this Website:
- You are responsible for maintaining confidentiality of your login credentials.
- You agree not to share or transfer your account.
- You are responsible for all activity under your account.
We reserve the right to suspend or terminate accounts that violate these Terms.
6. Third-Party Services
This Website may reference or provide access to third-party platforms, tools, or services, including estate planning software providers.
We do not control and are not responsible for the content, performance, or legal compliance of third-party services.
Your use of third-party services is subject to their terms and policies.
7. No Guarantees
We make no guarantees regarding financial results, investment performance, tax outcomes, or estate planning results.
Past performance or examples provided in educational materials are illustrative only.
Individual outcomes vary based on numerous factors outside our control.
8. Limitation of Liability
To the fullest extent permitted by law, the Company shall not be liable for any indirect, incidental, consequential, or special damages arising out of or related to your use of this Website or any purchased product.
Our total liability for any claim shall not exceed the lesser of:
- The amount paid by you for the product giving rise to the claim, or
- One thousand dollars ($1,000).
9. Time Limitation on Claims
Any claim or cause of action arising out of your use of this Website or purchase of any product must be brought within one (1) year of the event giving rise to the claim.
10. Dispute Resolution
In the event of a dispute, the parties agree to attempt informal resolution first.
If informal resolution is unsuccessful, disputes shall be resolved through binding arbitration in the State of North Carolina.
Each party shall bear its own legal costs unless otherwise required by law.
11. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of North Carolina, without regard to conflict of law principles.
12. Modifications
We reserve the right to modify these Terms at any time. Updates will be posted on this page with a revised effective date.
Continued use of the Website constitutes acceptance of any updated Terms.
13. Contact Information
If you have questions about these Terms, please contact:
[email protected]
BloomWithLoriElizabeth.com