Website Terms of Use
Effective Date: August 14, 2026
Welcome to the website of Same Page Financial Services, LLC (“Same Page Financial Services,” “Same Page,” “we,” “our,” or “us”).
These Website Terms of Use (“Terms”) govern your access to and use of www.samepagefinancialservices.com and the information, content, features, and services available through this website.
By accessing or using this website, you agree to these Terms. If you do not agree with these Terms, please do not use the website.
Website Purpose
This website is provided for general informational purposes and to help business owners learn about Same Page Financial Services, our approach, and the services we offer.
Information on this website is intended to provide a general overview and should not be relied upon as individualized financial, accounting, tax, legal, investment, or other professional advice.
Your business circumstances are unique, and decisions should be made based on information and guidance appropriate to your specific situation.
No Client Relationship Created
Visiting this website, submitting a contact form, scheduling a Clarity Call, sending us an email, or otherwise communicating with Same Page through the website does not by itself create a client, advisory, fiduciary, or other professional relationship.
A professional engagement begins only when Same Page Financial Services and the prospective client mutually agree to work together and any required engagement agreement or other documentation has been completed.
Until that time, information submitted through general website forms or email should not be considered confidential financial records or part of a professional engagement.
Do Not Submit Sensitive Financial Information
Please do not submit sensitive or confidential information through the general website contact form.
This includes information such as:
Social Security numbers
Employer identification numbers or tax identification numbers
Bank account or routing numbers
Credit or debit card information
Online banking credentials
Passwords or access codes
Tax returns
Detailed financial statements or financial records
Other highly sensitive personal or business information
If you become a Same Page client, we will provide instructions for securely sharing information necessary for our work together.
Accuracy of Website Information
We strive to provide accurate, helpful, and current information. However, business practices, laws, regulations, technology, financial standards, and our service offerings may change over time.
We do not warrant that every statement or piece of information on this website will always be complete, current, or error-free.
We may update, modify, remove, or replace website content at any time without prior notice.
No Guarantee of Results
Examples, explanations, strategies, educational content, or descriptions of potential business outcomes on this website are provided for informational purposes only.
Same Page Financial Services does not guarantee any particular financial, operational, tax, profitability, growth, or business result from using information on this website or from engaging our services.
Actual results depend on many factors specific to each business.
Services and Engagements
Descriptions of services on this website are general and do not constitute an offer or guarantee that a particular service, scope of work, price, timeline, or level of support will be available to every business.
The specific services provided to a client will be governed by the applicable engagement agreement, proposal, statement of work, or other written agreement between the client and Same Page Financial Services.
If information on this website differs from the terms of a signed client agreement, the signed agreement will control.
Intellectual Property
Unless otherwise indicated, the website and its original content—including text, graphics, branding, logos, design elements, images, and other materials created for Same Page Financial Services—are owned by or licensed to Same Page Financial Services and are protected by applicable intellectual property laws.
You may view and use this website for your own lawful, personal, or internal business purposes.
You may not reproduce, republish, distribute, modify, sell, license, commercially exploit, or create derivative works from our website content without prior written permission, except as permitted by applicable law.
Same Page Name and Branding
The Same Page Financial Services name, logos, design elements, taglines, and other brand identifiers may not be used in a way that suggests affiliation with, sponsorship by, or endorsement from Same Page Financial Services without our prior written permission.
Acceptable Use
You agree to use this website only for lawful purposes.
You may not use the website in a way that could damage, disable, interfere with, or impair the website; attempt to gain unauthorized access to systems or information; introduce malicious code or harmful technology; impersonate another person or organization; use automated tools to improperly scrape or extract website content; or use the website for fraudulent, unlawful, abusive, or misleading purposes.
Third-Party Websites and Services
Our website may contain links to third-party websites or services, including Google scheduling services, social media platforms, and other resources.
These third-party services are operated independently from Same Page Financial Services. We do not control and are not responsible for their content, availability, security, terms, or privacy practices.
Your use of a third-party service is subject to that provider’s own terms and policies.
Website Availability
We work to maintain a useful and accessible website, but we do not guarantee that the website will always be available, uninterrupted, secure, or free from errors.
The website may occasionally be unavailable because of maintenance, updates, technical issues, third-party service interruptions, or circumstances outside our control.
Disclaimer of Warranties
To the fullest extent permitted by applicable law, this website and its content are provided “as is” and “as available.”
Same Page Financial Services disclaims warranties of any kind, express or implied, regarding the operation of the website or the accuracy, completeness, reliability, availability, or suitability of its content.
Nothing in these Terms excludes any warranty or right that cannot lawfully be excluded.
Limitation of Liability
To the fullest extent permitted by applicable law, Same Page Financial Services, LLC and its owners, employees, contractors, representatives, and affiliates will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to your use of—or inability to use—this website or reliance on its content.
Nothing in these Terms is intended to limit liability in a manner prohibited by applicable law.
Privacy
Your use of this website is also subject to our Privacy Policy, which explains how information may be collected and used when you interact with the website.
Changes to These Terms
We may update these Website Terms of Use periodically to reflect changes in our website, services, business practices, technology, or applicable requirements.
The updated Terms will be posted on this page with a revised effective date.
Your continued use of the website after changes are posted constitutes your acceptance of the revised Terms to the extent permitted by applicable law.
Governing Law
These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles, except where applicable law requires otherwise.
Contact Us
Questions about these Website Terms of Use may be directed to:
Same Page Financial Services, LLC
Email: bell.kelly@samepagefinancialservices.com
Phone: (904) 257-5407
Website:www.samepagefinancialservices.com