$199.00 USD

Engagement

  1. Thank you for accepting my offer to present coaching services to you. By placing an order, you acknowledge that you have read and agree to these Terms and Conditions and agree that the placement of an order together with these terms and conditions forms a contract between you (herein referred to as ‘the Client’) and Lifetime Disability Planners, LLC.
  2. These services are provided by Lifetime Disability Planners, LLC, Coaching by Coach, Lifetime Disability Planners, LLC (herein ‘the Coach’). Coaching may address specific personal projects, business outcomes or general conditions in the client’s personal and/or professional life. Coaching is not advice, therapy, or counseling. Services may include, but not be limited to, values clarification, business brainstorming, identifying, and creating plans, examining modes of operating and teaching tools to assist personal transformation.
  3. Throughout the coaching relationship, your Coach will engage in very direct and personal conversations. For the coaching to be powerful and transformational, your Coach will be honest and straightforward in asking questions and the client agrees to fully participate in the process. This may include, but not be limited to, attending all sessions on time, completing all set ‘integration work’ and reading/watching/listening to external material as directed by the coach.
  4. Some packages come with private sessions which will be outlined in your Offer Letter. Unless otherwise agreed, it is the client’s responsibility to schedule via the scheduling link and call the Coach. Each session will be conducted via Zoom, unless otherwise agreed to by both parties. Number of sessions and duration of call are outlined in your Offer Letter.
  5. Coaching calls made late will be deducted from the scheduled session time frame. Cancellations within a 24-hour period will be considered as a ‘completed’ coaching session.  Please make sure to attend your sessions or reschedule them with 24 advance warning.

Confidentiality

  1. We are committed to protecting your privacy. We are also committed to effectively managing the collection, storage, use and disclosure of personal information for the purpose of our business activities in accordance with the California State Law.
  2. The coach promises the client that all information provided is strictly confidential. No information or content shall be released to any persons, including spouse or immediate family, except at the client’s request. Your willingness to be truthful, open, and vulnerable are paramount to your coaching success.
  3. For coaching purposes only, all private sessions may be recorded digitally and provided to you after your coaching session. Your Coach will keep these files only for the duration of this agreement. All files will then be destroyed. These recordings are entirely for the benefit of the coach/client relationship.
  4. For group coaching sessions, you hereby agree your likeness and images, either in audio, video, or photos may be used for educational, marketing, or any purpose that we deem fit without your prior approval.

Time and Place

Your payment of the investment to us entitles you to receive: Coaching Calls as well as access to all of Lifetime Disability Planners, LLC's digital products.

  1. Private Coaching Sessions with Lifetime Disability Planners, LLC as outlined in Offer Letter.
  2. Access to some of Lifetime Disability Planners, LLC's Digital Products. 
  3. One offs, Giveaways, or shorter-term coaching packages are to be used as described on www.thespecialneedsplanner.COM.
  4. Group Sessions per month as outlined in your Offer Letter.
  5. Private Group.
  6. Private coaching calls are to be booked in advance by you via the scheduling link. Sessions are to be spaced every 7-10 days to allow you time to complete the integration work and action items.  
  7. You are invited to the Group Coaching calls which are a set schedule and can only be rescheduled by Lifetime Disability Planners, LLC. Advanced notice will be given to the group should Lifetime Disability Planners, LLC need to reschedule.  
  8. Infinite 2 x Weekly question and answer calls.
  9. 1 Retreat Fee Waived per year.  

Investment (USD)

  1. You must pay to us in consideration of the services an investment as agreed upon in writing by Lifetime Disability Planners, LLC.
  2. Payment made under this agreement must be made by the means specified in the order.
  3. Payments made by Credit Card are subject to a 1.75% payment fee.
  4. Payments by PayPal are subject to a 3.0% payment fee.
  5. Receipts can be tailored to suit your business/taxation needs.

Refunds

  1. Unless a promotional rate or time frame has been accepted, the client has 24 hrs. of placing the order to contact us via email at [email protected] to cancel the order. After this date, a refund can only be issued as defined below.
  2. We may cancel the coaching services for any reason by written notice to you. We will refund you the investment that you have actually paid to us (minus any commissions that may have been paid to 3rd parties) within 30 days of giving you notice of cancellation. We shall have no further liability in respect of the cancellation.
  3. The coach is committed to providing you with exceptional results such that we offer a 14-day action-based guarantee.   Our refund policy is as follows: Customers are entitled to a full refund if they complete all action items from weeks 1, 2, and 3 (as defined below) in the training program and email the completed worksheets and items to [email protected] which holds people accountable to doing the work and getting results. Worksheets and documents must be sent to [email protected] within 14 calendar days from the date of purchase.  If customers do not complete the action items and send them to [email protected] they are not entitled to a refund.  If customers, ask after 14 days they are not entitled to a refund. 
  4. Action items are described as: 1. Watching and completing modules 1-3, and action items 1-3, 2. Join the Facebook group and engage (like, comment, and post) within that group, 3. Submit your action items to your coach, 4. Attend all calls including Masterminds, and Q&A’s. If after completing these steps and submitting your work to your coach, you will have the opportunity to have a call to discuss your concerns with your coach to determine your eligibility for a refund. If we determine you are eligible for a refund, you will receive 100% of your purchase back within 90 days.  
  5. AFTER 14 DAYS THERE ARE NO REFUNDS OR GUARANTEES.

Infinite Access to Group 2x Week Calls and Digital Library:

  1. Definition of "Infinite Access": "Infinite access" refers to the access provided to participants in the mastermind container for the duration of the container's active operation, subject to the conditions outlined in these terms and conditions.
  2. Right to Modify or Terminate Services: The Company reserves the right to modify, suspend, or terminate the Group 2x week calls and digital library services at any time, for any reason, and without prior notice. Participants acknowledge that "infinite access" does not guarantee the perpetual existence of these services.
  3. Non-Transferable and Non-Assignable: The access to Group 2x week calls and the digital library provided as part of the mastermind container is non-transferable and non-assignable. Participants agree not to transfer or assign their access to any other individual or entity.
  4. No Refund Obligations: In the event of any changes, termination, or discontinuation of services, the Company is not obligated to provide refunds to participants. Participants understand that "infinite access" is subject to the conditions outlined in these terms and conditions.
  5. Disclaimer of Liability: Participants agree that the Company will not be held liable for any loss, damage, or inconvenience caused by any modification, suspension, or termination of services, or in case the Company is unable to continue the services due to unforeseen events, such as the incapacity or death of the Company's owner or operator.
  6. Notice of Changes: The Company will make reasonable efforts to provide participants with advance notice of significant changes, such as the discontinuation of services, via email or through a notice on the mastermind container platform.
  7. Alternative Offerings: The Company reserves the right, at its discretion, to offer alternative services or compensation to participants in the event of significant changes or termination of services.
  8. Jurisdiction and Governing Law: These terms and conditions shall be governed by and construed in accordance with the laws of California, United States. Any disputes arising from or related to the mastermind container shall be subject to the exclusive jurisdiction of the courts in California, United States.

By participating in the mastermind container, participants agree to be bound by these terms and conditions regarding "infinite access" to Group 2x week calls and the digital library. The Company encourages participants to review these terms regularly for any updates or changes. If participants do not agree with these terms, they should refrain from participating in the mastermind container.

Disclosures

You Acknowledge:

  1. That neither we, nor any of our representatives or any person we engage, perform the services as an investment advisor or licensed by ASIC or any other governmental authority to provide investment advice.
  2. That the seminar service does not purport to provide investment advice or operate an investment advice business (as defined in the Corporations Act 2001)
  3. That neither we, nor any of our representatives or any person we engage, perform the services as advice as professional mental health therapist, or therapist of any kind. For these matters, please seek professional medical advice from a third party. Our focus in your coaching is to help you get results in the present and in the future.

Overview of Lifetime Care Plan

Take Control of Your Loved One’s Future Today!

At the end of this lesson you will have a good idea of where you are in your care plan and what steps you need to focus on next.

Start planning with confidence and peace of mind. Each course is designed to simplify complex processes and empower you with the knowledge and tools you need.

What You'll Get:

  • Expert-led step-by-step instructions tailored to the unique needs of individuals with disabilities and special needs.
  • Downloadable templates and resources to streamline your planning process.
  • Lifetime access to course materials, so you can revisit and adapt as your family’s needs evolve.

Details:

  • All courses are self-paced and accessible online 24/7.
  • Receive dedicated support from our team for any questions or guidance you need during the process.

Secure your loved one’s future with clarity, confidence, and care.

What People Are Saying:

Archer Consulting gives families the feeling that they've got a team working with them so they can plan for their loved one's bright future.

Will, Director of Admissions, Marbridge Community

You really need someone who is going to look at the broad picture and say this is where you are and this is where you're going to be.

Mercedes, Parent

Archer Consulting understands how the different pieces fit together and helps families by providing the oversight they need.

Lisa, Attorney and Parent

I think it's really, really important to have a professional company like ArcherConsulting walk you through and just hold your hand through your child's life so you don't make a really bad mistake.

Julie, Parent

Before ArcherConsulting I didn't have any independence at all and I think ArcherConsulting is the best thing that's come into my life in a long time. I'm ready to start living a very independent life.

Dorsi

ArcherConsulting sat down and mapped out our entire financial plan for our daughter.

Byron

I have been the trustee of two special needs trust since 2001 and in 2019 became the trustee of my own living trust. Fortunately in 2019 I met Teresa Ferruzzo, a CPA specializing in special needs accounting requirements and tax preparation. She has done an outstanding job for me on all three trusts. Teresa Ferruzzo stays up to date on the requirements and rules that apply to special needs trusts and prepares thorough and accurate tax returns. In addition to sharing tax changes that affect these trusts she also sends timely reminders during the year. Without any reservation I recommend Teresa Ferruzzo for your special needs accounting and tax preparation.

Ann Davis

If you are concerned about Income Tax Issues for your Special Needs Trust, you should contact CPA Teresa Ferruzzo! As special needs planners, we refer clients to Teresa because she is deeply knowledgeable and professional. Our clients also appreciate her personal point of view as a mother of a child with special needs. When you have a loved one with a disability, your situation is truly specialized. It is important to work with a specialist! You will not be sorry to work with Teresa Ferruzzo! Allison Schaberg, Consolidated Planning Group

Meredith Haynes

Our family have been clients of small business owner Teresa Ferruzzo CPA LLC for several years . Because of our family ‘s unique tax filing needs it was of the utmost of importance that we work with a CPA that is highly skilled and knowledgable, in particular with the specific tax services we were in need of. We were in search of a professional with remarkable qualities to include : 1) Effective proactive communication skills 2) Highly experienced in a variety of areas of tax expertise 3)Trustworthy 4) Proficient on use of most recent tax software technology being used for tax filing services 5) Knowledgable on possible tax credits available to clients based on their eligibility 6) Up- to -date on any state and federal tax laws and changes Teresa has demonstrated exemplary qualities and has provided to our family her superior top notch tax preparation services . Our family really appreciates the exceptional service we have received over many years . Teresa thank you for exceeding our families expectations.

Debra & Humberto Mendoza

As a family with a Special Needs son, we routinely experience challenges which are a direct result of his differing abilities. However, when we encounter individuals who truly understand and seek to help us navigate those challenges, our hearts are deeply encouraged. One such person is Teresa Ferruzzo. She has done an excellent job for several years as our CPA and has helped solve the unusual questions/circumstances we have brought to her. Teresa (and her excellent team) have been a Godsend, thus we highly recommend her services.

Charlie, Paulette and Caleb Carson

If you are concerned about Income Tax Issues for your Special Needs Trust, you should contact CPA Teresa Ferruzzo! As special needs planners, we refer clients to Teresa because she is deeply knowledgable and professional. Our clients also appreciate her personal point of view as a mother of a child with special needs. When you have a loved one with a disability, your situation is truly specialized. It is important to work with a specialist! You will not be sorry to work with Teresa Ferruzzo!

Allison Schaberg, Consolidated Planning Group

As a family with special needs, navigating the complexities of tax matters can be overwhelming. However, Teresa and her team made the process seamless and stress-free. Their expertise in tax law, combined with a deep understanding of the unique challenges faced by special needs families, ensured we received every benefit available to us. We are incredibly grateful for their support and highly recommend their services to any family seeking guidance in this important area.

Krista B.

As a family with an Special Needs son, we routinely experience challenges which are a direct result of his differing abilities. However, when we encounter individuals who truly understand and seek to help us navigate those challenges, our hearts are deeply encouraged. One such person is Teresa Ferruzzo. She has done an excellent job for several years as our CPA and has helped solve the unusual questions/circumstances we have brought to her. Teresa (and her excellent team) have been a God send, thus we highly recommend her services.

Charlie, Paulette, and Caleb Carson

They were a great resource and explained things. You walked me through the process and explained things really well. Answered many questions along the way and did things quickly. I definitely would recommend you. SNTs are not easy to understand and dealing with all the laws and requirements.

Holly