Refund & Fulfillment Policy
Last Update: 11 September 2026
WHAT YOU RECEIVE & HOW IT IS DELIVERED
Worth Plotting provides digital educational programs, live implementation sprints, and financial operating systems delivered entirely online. No physical products are shipped.
The 5-Day Live Cash Flow Install Sprint ($97):
When your payment clears, your access credentials to the private Circle sprint space and downloadable templates are generated immediately [cite: 1, 5]. You will receive an onboarding confirmation email within 15 minutes of checkout. Daily live co-working sessions are conducted via Zoom, with access links housed inside your member portal.
The Income Direction Room (6-Month Container):
When your enrollment clears, you receive an invitation and portal credentials via email (usually within 2 hours). Your active membership, community participation, and coaching room access run for exactly six (6) months from your date of enrollment.
If your access details do not arrive, please check your spam/promotions folder first, then email us at info@worthplotting.com and our team will resolve it promptly.
ACCESS LIMITS & FILE RETENTION
Core Templates & Workbooks (Yours to Keep Permanently):
The Plotted Spending Plan (PSP) spreadsheets (Google Sheets / Excel) and companion implementation workbooks are yours to keep and use forever once downloaded to your device [cite: 1, 5, 8].
Live Sprint Replay Windows:
For the 5-Day Live Cash Flow Install Sprint, live participation is encouraged. Session replays are posted inside the portal within 2 hours of each live call and remain active for a strict 24-hour accountability window (expiring when the next day's live session begins) [cite: 1, 5]. Access to the temporary Circle sprint space closes following the completion of the sprint.
The Room Access:
Access to live strategy sessions, community threads, and the Income Direction Room vault remains active for the duration of your 6-month enrollment period.
REFUND POLICIES
The 5-Day Live Cash Flow Install Sprint ($97) — All Sales Final
Because the 5-Day Install is an intensive live implementation sprint that grants immediate access to our proprietary financial calculators, spreadsheet models, and closed-room co-working environments, all ticket registrations ($97) are firm and non-refundable [cite: 1, 5].
If professional or personal conflicts prevent you from attending the sessions live, your enrollment includes access to the daily 24-hour replays in the portal, and your downloadable Plotted Spending Plan spreadsheets and workbooks are yours to keep permanently [cite: 1, 5, 8].
The Income Direction Room (6-Month Container) — 14-Day Action Guarantee
For our comprehensive 6-month container, we back our system with an action-based guarantee. Install your baseline numbers and build your Plotted Spending Plan [cite: 7, 8]. If you complete the baseline build and do not walk away with a working cash-flow plan and a radically clearer financial picture, email us within 14 days of your purchase date with your completed file, and we will issue a full refund [cite: 7].
We ask that you do the work and engage the process; we do not ask you to gamble [cite: 7].
HOW TO SUBMIT A ROOM REFUND REQUEST
- Email billing@worthplotting.com within 14 days of your Income Direction Room purchase date.
- Attach your completed Plotted Spending Plan (PSP) file showing your completed baseline numbers [cite: 7, 8].
- Share a brief note explaining where the architecture fell short for your situation. (You do not need to justify yourself—it simply helps us refine our tools.)
Approved refunds are processed to your original payment method within 10 business days. Your banking institution may take an additional 3–5 business days to post the credit.
WHAT IS NOT REFUNDABLE
- Registrations for the 5-Day Live Cash Flow Install Sprint ($97).
- Income Direction Room refund requests submitted after the 14-day guarantee window has closed [cite: 7].
- Room refund requests submitted without an attached, completed Plotted Spending Plan (the guarantee requires implementation) [cite: 7, 8].
- Any monthly installment or membership periods already completed. (You may cancel ongoing recurring installments at any time to halt future billing).
- Accounts terminated due to violations of our community conduct standards or Terms & Conditions.
PAYMENT PLANS & FAILED PAYMENTS
If you are enrolled in an Income Direction Room installment plan and receive an approved refund within the 14-day guarantee window, your initial installment will be refunded and all future scheduled payments will be canceled.
Outside of the guarantee period, agreed-upon installment plans remain legally due and payable in full. If your card expires or a charge fails, our billing system will notify you and attempt a retry. If billing cannot be resolved, access to the Room container is paused. You retain ownership of all files and spreadsheets you downloaded prior to suspension.
If you anticipate a billing issue, please contact us at billing@worthplotting.com before a payment fails. We prefer an open conversation to automated billing declines.
BEFORE FILING A PAYMENT DISPUTE
Please reach out to our team at billing@worthplotting.com before contacting your bank or credit card company. Most billing inquiries or access problems are administrative oversights that can be resolved directly within 24 business hours.
COMPANY CONTACT
Worth Plotting LLC
368 S. Pickett St. #22457 Alexandria, VA 22304.
Billing & Refund Inquiries: billing@worthplotting.com
General Program Support: info@worthplotting.com
