The following Disclosures and Terms of Use govern access to and use of this website and electronic communications with Good Balance FP LLC.

Section 1: Regulatory Disclosures

Good Balance FP LLC is a Registered Investment Advisor. This website is not a solicitation or offer to sell investment advisory services.  Good Balance FP LLC provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists.

All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Proprietary papers and writings are the opinions of Good Balance FP LLC. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only, and Good Balance FP LLC does not guarantee their timeliness or accuracy. Clients should consult their advisor with regard to any questions they may have. Nothing on this website should imply that past results are an indication of future performance. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.

At certain places on this site, live “links” to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Good Balance FP LLC. Good Balance FP LLC does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Good Balance FP LLC.

Section 2: Website Terms of Use

1. Registered Investment Adviser Disclosure

Good Balance FP LLC is a Registered Investment Adviser. This website is not a solicitation or offer to sell investment advisory services. Good Balance FP LLC provides advisory services only in states in which it is properly registered, or where an exemption or exclusion from such registration exists.

2. No Client Relationship

Your use of this website does not create an advisory or client relationship between you and Good Balance FP LLC. An advisory relationship is established only after the execution of a written agreement between Good Balance FP LLC and the client.

3. Informational Purposes Only

All written content on this website is for informational purposes only and may not constitute a complete description of available investment services or performance. The information provided is not intended as investment, legal, tax, or accounting advice.

Proprietary papers and writings reflect the opinions of Good Balance FP LLC. Other articles, links, and information presented are obtained from sources believed to be reliable; however, Good Balance FP LLC does not guarantee their accuracy or timeliness.

Nothing on this website should be interpreted as individualized advice. Clients and prospective clients should consult their adviser regarding their specific situation.

4. Investment Risk Disclosure

Nothing on this website should imply that past results are an indication of future performance. The value and income of any securities or financial instruments may fluctuate, and investors may receive less than the amount originally invested. Past performance is not a guarantee of future results. Independent advice should be sought in all cases.

5. External Links

At certain places on this site, live links to other Internet addresses may be accessed. Such external addresses contain information created and maintained by organizations independent of Good Balance FP LLC. Good Balance FP LLC does not endorse or guarantee the accuracy or completeness of information located at such addresses. Use of any such information is voluntary and at your own risk.

6. Electronic Communications & Text Messaging

For client convenience, Good Balance FP LLC may communicate via electronic methods, including email and text messaging platforms.

Electronic communications, including SMS/text messages, may not be secure and may be intercepted or accessed by unauthorized parties. By communicating electronically with Good Balance FP LLC, you acknowledge and accept these risks.

Text messaging is provided for convenience only and is not intended for:

• Trade instructions

• Time-sensitive financial decisions

• Transmission of confidential personal or financial information

Good Balance FP LLC does not accept trade instructions via text message. Investment transactions must be confirmed through approved custodial or secure communication channels.

Electronic communications may not be monitored outside of normal business hours.

7. Limitation of Liability

To the fullest extent permitted by law, Good Balance FP LLC shall not be liable for any damages arising from the use of, or inability to use, this website or electronic communications.

8. Intellectual Property

All content on this website is the property of Good Balance FP LLC unless otherwise noted and may not be reproduced without written permission.

9. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of California.