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Wealthtech Partners Termination and Cancellation Policy

Services will be completed within 6 months of execution of the Client Agreement. Either party may terminate the financial planning agreement by written notice to the other. In the event the client terminates Wealthtech Partners’ Agreement, the balance of any prepaid, unearned fees (if any) will be promptly refunded to the client. The Client may terminate their Agreement at any time by providing advance written notice to us at 301 N Lake Ave, Suite 830, Pasadena, CA 91101.

Wealthtech Partners may terminate the Agreement, with Client’s consent or for good cause. Good cause includes, but is not limited to, Client’s breach of the Agreement, refusal to cooperate or to follow Advisor’s instructions that would render Advisor’s continuing obligations to be impractical, unethical, or unlawful. Notice of termination for good cause will be emailed to Client at the email address provided. Upon termination, the Client will be responsible for fees incurred to date based on the number of hours worked at the hourly rate or the percentage completion for a fixed fee engagement. Any pre-paid fees exceeding the amount due to the Advisor for services rendered shall be refunded to the Client. The Client may engage the Advisor at any time for additional advice and guidance under a separate agreement.