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Refund Policy

Last updated: September 2, 2026

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

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 financial outcomes, as those are never guaranteed and are outside our control.

2. Tax-preparation services

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 line of financing, or not seeing a change in a specific financial outcome 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 SSK Wealth at 251-328-5222 or [email protected] with your name and enrollment date. We'll respond within 5 business days.