Terms of Use

These terms govern use of RichRoads assessment, Blueprint, Pro, Progress Vault, Financial Check-Ins, reports, and related customer tools.

Educational planning service

RichRoads organizes information you provide into educational planning outputs. It is not a bank, lender, broker-dealer, investment adviser, credit-repair organization, tax preparer, law firm, fiduciary, or accounting firm. RichRoads does not approve loans, execute investments, move money, or guarantee financial results.

Your information

You are responsible for entering information you reasonably believe is accurate and current. RichRoads labels projections, self-reported actuals, and starting snapshots separately. A score, stage, Road, or milestone is a planning indicator, not proof that an external financial event occurred.

Purchases and subscriptions

The Personalized Wealth Blueprint is a one-time digital purchase. RichRoads Pro is a separate recurring subscription when offered. Current pricing, billing interval, and renewal terms are shown before checkout. Subscription changes are managed through the Stripe customer billing portal when enabled.

Acceptable use and access

Do not share private access links, recovery credentials, or trusted-browser sessions. Do not attempt to bypass access controls, scrape private customer data, interfere with the service, or use RichRoads for unlawful activity.

Availability and changes

RichRoads may update features, security controls, and educational content. We may temporarily suspend access for maintenance, security, fraud prevention, or legal reasons. Material changes to paid features should not retroactively rewrite a customer's original saved Blueprint.

Limitation

Financial decisions involve risk and personal circumstances that software cannot fully evaluate. Use RichRoads as one planning input and obtain qualified professional advice when appropriate.