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These Terms and Conditions constitute a legally binding agreement between you (“Client,” “you,” or “your”) and Stewarding Succession (“Company,” “we,” “us,” or “our”). By accessing our website, engaging our services, or otherwise interacting with our Company, you agree to be bound by these Terms and Conditions. If you do not agree with any part of these terms, please do not use our services.
Stewarding Succession provides business advisory services, executive coaching, burnout prevention coaching, and financial services. Our services are provided on an as-is basis and are subject to these terms and any service-specific agreements.
Our coaching, advisory, and consulting services are for educational and motivational purposes. While we provide guidance based on experience and expertise, we are not liable for business, financial, or personal outcomes resulting from your use of our services. You acknowledge that business decisions carry inherent risks and that results are not guaranteed.
For financial services provided under our Keep Every Dollar program or other offerings: These services are not personalized financial advice. Clients should consult with a licensed financial advisor for individual financial planning. Stewarding Succession does not provide tax advice; consult a qualified tax professional regarding tax matters.
Clients agree to pay fees as outlined in service agreements or invoices. Payment terms are net according to the agreed-upon schedule. Late payments may incur additional fees as specified in the service agreement. All fees are exclusive of applicable taxes unless otherwise stated.
Refund eligibility depends on the service type and timing:
All materials, content, frameworks, and methodologies provided by Stewarding Succession (including but not limited to The Tension framework, coaching materials, assessments, and proprietary tools) are the intellectual property of Stewarding Succession. These materials may not be reproduced, distributed, or resold without explicit written permission.
Both parties agree to maintain confidentiality regarding sensitive information shared during coaching sessions, advisory consultations, or business dealings. The Company will not disclose client information except as required by law or as necessary to provide services.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, STEWARDING SUCCESSION SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS OR REVENUE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR LIABILITY IS LIMITED TO THE AMOUNT PAID BY THE CLIENT FOR SERVICES IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.
You agree to indemnify and hold harmless Stewarding Succession, its owners, employees, and representatives from any claims, damages, losses, or expenses (including legal fees) arising from your use of our services, violation of these terms, or breach of applicable law.
You agree not to use our website for any illegal purposes or in any way that could damage, disable, or impair the website. You may not attempt to gain unauthorized access to our systems or interfere with the website’s operation.
Our website may contain links to third-party websites and resources. We are not responsible for the content, accuracy, or practices of external sites. Your use of third-party sites is governed by their terms and policies.
Any disputes arising from these Terms and Conditions or services provided shall be governed by the laws of the State of California. The parties agree to attempt to resolve disputes through good-faith negotiation before pursuing legal action.
Stewarding Succession reserves the right to modify these Terms and Conditions at any time. Changes will be effective upon posting to our website. Your continued use of our services following modifications constitutes acceptance of the updated terms.
If any provision of these Terms and Conditions is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.
These Terms and Conditions, together with any service agreements or additional policies, constitute the entire agreement between you and Stewarding Succession and supersede all prior agreements, understandings, and negotiations.
For questions about these Terms and Conditions or to request clarification, please contact:
Stewarding Succession
Orange County, CA
Email: rudy@wrenterprisesolutions.com
Helping people recognize hidden tension, process pressure, and build sustainable rhythms for healthy growth.
A world where leaders know who they are apart from what they do