Refund Policy

Your Confidence Matters

At Prestige Planning.co, we value your trust and satisfaction above all else. Our goal is to provide consultation services that meet your financial needs with professionalism and care. While we strive for excellence in every interaction, we understand that circumstances may arise where you decide to modify, cancel, or discontinue services. This policy outlines a fair and transparent process to address such situations.


Cancellations & Refund Requests

If you are not fully satisfied with the services received, we encourage you to contact us directly. Our team is committed to listening to your concerns and working with you to determine the most appropriate resolution, which may include cancellation or refund.

You may reach us at:
Phone: 1 (877) 547-1705
Email: cc@prestigeplanning.co


Refund Process

We aim to keep the process straightforward and client-friendly. If you wish to request a refund:

  1. Submit your cancellation request by phone or email.

  2. Our team will review your request and confirm eligibility.

  3. Approved refunds will be initiated within 30 business days of confirmation.

  4. Depending on your bank or card provider, it may take 1–2 billing cycles for funds to appear in your account.


How to Request a Refund

To begin the process:

  • Contact our customer service team by phone or email.

  • Provide your account details and a brief explanation for the request.

  • Our team will guide you through the steps, maintain communication, and keep you updated until the process is complete.


Our Commitment

At Prestige Planning.co, we believe client relationships are built on trust, transparency, and accountability. Whether we’re providing active consultation or assisting with a cancellation, we remain dedicated to ensuring you feel supported and respected every step of the way.


Contact Us

If you have any questions about this Refund & Cancellation Policy or need further assistance, please contact us:

Prestige Planning.co
Email: cc@prestigeplanning.co
Phone: 1 (877) 547-1705