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Fulfillment Policy for Credit Card Payments via Stripe®

These policies will aid users in determining how Modern Financial Planning LLC DBA Perk Planning fulfills orders and payments made by credit card via the payment processor Stripe.

The following terminology applies to these Terms and Conditions, Privacy Statement and Disclaimer Notice and all Agreements: “Client”, “You” and “Your” refers to you, the person on this website and compliant to the Company’s terms and conditions, either therein or in a separate written contract. “The Company”, “Ourselves”, “We”, “Our” and “Us”, refers to our Company. “Party”, “Parties”, or “Us”, refers to both the Client and ourselves. All terms refer to the offer, acceptance, and consideration of payment necessary to undertake the process of our assistance to the Client in the most appropriate manner for the express purpose of meeting the Client’s needs in respect of the provision of the Company’s stated services, in accordance with and subject to, prevailing laws of the State of New York. Any use of the above terminology or other words in the singular, plural, capitalization, and/or he/she or they, are taken as interchangeable and therefore as referring to same.

Fulfillment Policy

This Fulfillment Policy (the “Policy”) informs you about our delivery policy and the rules and guidelines relating to refunds for services purchased from our Company. Please read this Policy carefully to understand your rights and the requirements for the refund. Our services are billed in U.S. Dollars.

Delivery Policy

At Perk Planning, we sell financial planning services. We deliver our services to clients electronically..

Return Policy

At Perk Planning, we sell financial planning services. No returns can be made, but we offer refunds in some circumstances.

Cancellation Policy/Termination of Services

Either party may terminate the Agreement at any time, which will typically be in writing. Should the Client verbally notify the Firm of the termination and, if in two business days following this notification the Firm has not received notice in writing, the Firm may make written notice of such termination in its records and will send its own termination notice to the Client as a substitute.

Refunds

If the Firm’s ADV Part 2 advisory brochure was not delivered at least 48 hours prior to entering into the investment advisory contract, then the Client has the right to terminate the engagement without penalty within five business days after entering into the agreement. Should the Client terminate the engagement after this period, he/she/it will be assessed fees on a prorated basis for services incurred from either (a) as a new Client, the date of the engagement to the date of the Firm’s receipt of written notice of termination, or (b) all other accounts, the last billing period to the date of the Firm’s receipt of written notice of termination. In the case of prepaid fees, the Firm will promptly return any unearned amount upon receipt of a written termination notice. The Firm will not be responsible for future financial planning or investment advice upon receipt of a termination notice.

Exceptions

Notwithstanding other provisions of this Policy, we may refuse to grant returns or refunds if:

• You received what you ordered but simply changed your mind about the service.

• You did not like your purchase or realized you had no use for it.

How to make a complaint

If you are dissatisfied with the service provided to you and you are eligible for a refund under this Policy, you must send an email to hello@perkplanning.com.

Contact Us & Customer

For inquiries or comments regarding this Policy, customers may email hello@perkplanning.com, telephone (608) 628-8730.