Investably LLC maintains Investably’s ‘Create Your Financial Plan in Just 8 Weeks’ online program (the “program Site”) for the use of its clients and Site users (“Users”) on the Thinkific online platform upon agreement to the following terms. Please read the terms carefully before signing up for Investably’s ‘Create Your Financial Plan in Just 8 Weeks’ online program. Use of this website indicates acceptance of these “Terms of Use”, Privacy Policy, Form ADV, and forms a binding agreement between you and Investably LLC If you do not agree to these terms, do not use this program Site.

A signed CLIENT AGREEMENT is required prior to proceeding. Click here to sign.  If no client agreement is signed then access to the program is not available.

1. Use of Site

Investably LLC is a separate legal entity from Thinkific. Investably LLC uses Thinkific online platform and website to provide various materials, information, quizzes, tests, questions, articles, news and other information on this and related sites and in courses offered through this site (the “Materials”). Investably LLC authorizes each User to view and download one copy of the Materials. Materials may be downloaded and a maximum of one copy of the Materials may be printed provided that Users make no modifications to the Materials and you retain all copyright and other proprietary notices contained in the original Materials on any copies of the Materials. Users may not modify the Materials at this Site in any way or reproduce, share or distribute them. Users will keep all Materials confidential, and will not sell, auction, loan, rent, give away, describe, summarize, or otherwise reveal the Materials or their contents, to any other person or entity. Any breach of these Terms of Use automatically terminates your authorized use of the Site.


2. Form ADV

You acknowledge that you have received the Form ADV.


3. Geographic Limitations

If you are not currently a resident of the State of Maryland, USA, you may not use or access this program unless limited space is available. Reach out to [email protected] for more information or to confirm eligibility. 


4. User Warranty

As a User you warrant that you are not a financial professional and are accessing the and Materials solely for the purpose of education for your own purpose and will not duplicate, copy, or resell the content.


5. Trademark and Copyright

Investably LLC, and certain other brands, trademarks, and service marks are marks of Investably LLC and its affiliates. The Materials on this program Site are copyrighted, and any unauthorized use of any Materials on this Site may violate copyright, trademark, and other laws.


6. Hyperlinks

Links to external websites are provided solely as a convenience to you. Investably LLC has not reviewed all of these external websites, does not control and is not responsible for any of these sites or their content. If you decide to access any of the external websites linked to this Site, you do so entirely at your own risk.  No ownership is claimed on any external material or websites.


7. No Warranty

The Materials provided at this site are provided “as is” without any warranties of any kind including warranties of merchantability, fitness for a particular purpose, or non-infringement of intellectual property. Investably LLC further does not warrant the accuracy and completeness of the Materials at this Site. Investably LLC may make changes to the Materials at this program Site, or to the services and prices described in them, at any time without notice. The Materials at this program Site may be out of date, and Investably LLC makes no commitment to update the Materials at this Site.


8. Limitation of Liability

In no event will Investably LLC, its suppliers, or other third parties mentioned at this program Site be liable for any damages whatsoever (including, without limitation, those resulting from material, any user action taken, interruption of services or inaccurate information) arising out of the use, inability to use, or the results of the use of this Site, any websites liked to this Site, or the Materials or information contained at any or all such sites, whether based on warranty, contract, tort or any other legal theory and whether or not advised of the possibility of such damages. If your use of the Materials or information from this Site results in the need for servicing, repair or correction of equipment or data, you assume all costs thereof.


9. Applicable Law

The Terms of Use are governed by the laws of the State of Maryland, USA. Failure to enforce strict performance of the Terms of Use shall not be construed as a waiver of any provision or right. Investably LLC may assign its rights and duties under the Terms of Use without notice to any party at any time.


10. Effective Date and Updates

The Terms are effective as of June 05, 2022, and are subject to change without notice by Investably LLC at any time. Please check for changes regularly. Your use of this program Site after such changes constitutes your agreement to such changes.