Terms of Service for Favored Financial Planning

These Terms of Service (“Terms”) govern your use of the website located at www.FavoredFP.com and the services provided by Favored Financial Planning (“Favored Financial Planning,” “we,” “our,” or “us”). By accessing or using our website or services, you agree to these Terms.

Agreement to Terms

By using our website, scheduling an appointment, or engaging with our services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree, you should not use our services.

Description of Services

Favored Financial Planning provides comprehensive fee-only financial planning services, including guidance on investments, tax strategies, and retirement planning.

We use GoHighLevel (GHL) and Slant as our customer relationship management platforms to manage communications, store client data, automate workflows, and facilitate appointment scheduling, SMS messaging, email, and phone communications.

User Responsibilities

By using our services, you agree to:

Provide accurate and complete information

Maintain the confidentiality of your communications

Use our services only for lawful purposes

Not misuse or attempt to disrupt our systems or services

Acceptable Use

You agree not to:

Use the website or services for unlawful or fraudulent purposes

Attempt to gain unauthorized access to our systems

Interfere with the functionality or security of the platform

Submit false or misleading information

Payments & Billing

If applicable, fees for financial planning services will be disclosed in a separate agreement. You agree to pay all fees as outlined in your client agreement.

Intellectual Property

All content on this website, including text, graphics, logos, and materials, is the property of Favored Financial Planning and is protected by applicable intellectual property laws. You may not copy, reproduce, or distribute content without written permission.

SMS Messaging Terms

Favored Financial Planning offers SMS communications to individuals who opt in.

Users must be eighteen years or older (18+) to use SMS messaging services.

You can expect to receive messages related to appointment reminders, follow-ups, service-related communications and event notifications regarding your financial planning engagement.

You can cancel the SMS service at any time. Just text "STOP" to 336-203-3328. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.

If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at [email protected].

Carriers are not liable for delayed or undelivered messages.

As always, message and data rates may apply for any messages sent to you from us and to us from you.

You will receive appointment-based messages. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

If you have any questions regarding privacy, please read our privacy policy: www.FavoredFP.com/privacy-policy

Disclaimers

This website is for informational purposes only and does not constitute a complete description of our investment advisory services. No information contained on this website constitutes tax, legal, insurance or investment advice.

This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein. Viewers of this website will not be considered clients of Favored Financial Planning, LLC just by virtue of access to this website.

Favored Financial Planning, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists. Information contained herein is not intended for persons in any jurisdiction where such distribution or use would be contrary to the laws or regulations of that jurisdiction, or which would subject Favored Financial Planning, LLC to any unintended registration requirements. Visitors to this site should not construe any discussion or information contained herein as personalized advice from Favored Financial Planning, LLC.  Visitors should discuss the personal applicability of the specific products, services, strategies, or issues posted herein with a professional advisor of his or her choosing.

Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding capital markets or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in, the transmission thereof to the user. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or implication that past results are an indication of future performance.  

Registration

Investment advisory products and services are offered through advisory representatives of Favored Financial Planning, LLC, an investment advisory firm registered with the State of North Carolina and in other jurisdictions were exempted.

Limitation of Liability

To the fullest extent permitted by law, Favored Financial Planning shall not be liable for any indirect, incidental, or consequential damages arising from your use of our website or services.

Indemnification

You agree to indemnify and hold harmless Favored Financial Planning from any claims, damages, or expenses resulting from your use of the services or violation of these Terms.

Termination

We reserve the right to terminate or restrict access to our services at any time, without notice, for any reason, including violation of these Terms.

Governing Law

These Terms are governed by the laws of the United States and the state in which Favored Financial Planning operates, without regard to conflict of law principles.

Changes to Terms

We may update these Terms from time to time. Updates will be posted on this page with a revised effective date. Continued use of the services constitutes acceptance of the updated Terms.

Contact Information

Favored Financial Planning
4611 Chesterfield Place
Phone:336-203-3328
Email: [email protected]
Website: www.FavoredFP.com

Last Updated: April 17, 2026