Welcome to wealthpathgoals.com. These Terms and Conditions ("Terms") form a binding agreement between you and Wealth Path Goals ("we", "us", "our"), 2250 Goss St, Boulder, CO 80302, USA, governing your use of this website and the services described on it. By accessing the website or engaging our services, you accept these Terms in full.
1. Use of This Website
You may use this website for lawful, personal purposes only. You agree not to misuse the site, attempt to gain unauthorised access to its systems, interfere with its operation, scrape its content at scale, or submit false or misleading information through any form. All content on this website — text, images, logos and design — is the property of Wealth Path Goals and may not be reproduced commercially without written permission.
2. Eligibility
Our services are offered to individuals aged 18 or older (or the age of majority in their jurisdiction) who are legally able to enter binding agreements. Certain loan, investment and insurance products may have additional eligibility criteria which will be disclosed before any agreement is signed.
3. Informational Content — Not Individual Advice
Articles on our blog and general material on this website are provided for educational purposes only. They do not constitute personalised financial, tax, legal or insurance advice, and no advisor-client relationship is created by reading them or by submitting an enquiry form. Personalised advice is provided only after a signed engagement or application agreement is in place.
4. Loan, Tax, Investment & Insurance Services
Any rates, terms, savings figures or examples shown on this website (including on our services pages) are illustrative and subject to underwriting, verification of information, market conditions and final lender, carrier or custodian approval. No guarantee of loan approval, tax outcome, investment return or insurance acceptance is made. Investing involves risk, including possible loss of principal; past performance does not guarantee future results.
5. Your Responsibilities
You agree to provide accurate, current and complete information in all forms and consultations, to keep your contact details up to date, and to review all documents carefully before signing. You are responsible for the confidentiality of any credentials used to access client portals we provide.
6. Fees & Payment
Advisory fees, loan terms and any product costs are disclosed in writing before you commit to anything. Where a service is described as free — such as an initial consultation — no fee will be charged for that service. Fees for engaged services become payable as set out in your signed agreement.
7. Newsletter & Communications
By subscribing through our Subscribe page you consent to receive our periodic newsletter by email. You may withdraw this consent at any time via the Unsubscribe page or the link inside each newsletter, effective immediately. Submitting the contact form authorises us to reply to your enquiry by email or phone.
8. Privacy
Your use of this website is also governed by our Privacy Policy, which explains what data we collect, why we collect it and the rights you hold over it. By using the website you consent to those practices.
9. Third-Party Links & Services
This website may link to or embed third-party resources (for example map services). We do not control and are not responsible for the content, privacy practices or availability of third-party sites. Your dealings with any third party are solely between you and that party.
10. Limitation of Liability
To the maximum extent permitted by law, Wealth Path Goals shall not be liable for indirect, incidental or consequential damages arising from your use of this website or reliance on its general content. Nothing in these Terms limits liability that cannot lawfully be limited, including liability for fraud or gross negligence.
11. Changes to These Terms
We may revise these Terms from time to time. The updated version will be posted on this page with a new effective date. Your continued use of the website or our services after publication constitutes acceptance of the revised Terms.
12. Governing Law & Contact
These Terms are governed by the laws of the State of Colorado, USA, without regard to conflict-of-law principles. Questions about these Terms can be sent to Wealth Path Goals, 2250 Goss St, Boulder, CO 80302, USA; by phone at +1 303-449-0777; or by email at contact@wealthpathgoals.com.
Effective date: January 1, 2026 · Last reviewed: September 2026