Refund policy
Digital Products & Refund Policy
Digital Products
Thoughtfully Planned Planning Systems, downloadable resources, worksheets, guides, and other digital products are delivered electronically.
Unless an individual product listing specifically states otherwise, no physical product will be shipped.
Because digital products can be accessed, downloaded, or delivered shortly after purchase, they cannot be physically returned.
Digital Product Refunds
Digital product purchases are generally non-refundable once the product has been delivered or made available for download.
We encourage customers to carefully review the product description before purchasing to make sure the Planning System or digital resource is right for their needs.
If you believe you purchased the wrong product, were charged incorrectly, or experienced another issue with your order, please contact us. We will review the situation individually.
Technical Problems
If you are having trouble downloading, opening, or accessing your purchase, please contact us before assuming the product cannot be used.
We are happy to help troubleshoot technical issues.
When contacting us, please include:
Your name
The email address used at checkout
The name of the product purchased
A brief description of the problem
Any error message you received
Please do not send credit-card or other payment-card information through the contact form.
Duplicate Purchases
If you accidentally purchase the exact same digital product more than once, please contact us.
Once we verify the duplicate transaction, we will review the purchase and determine the appropriate resolution.
Personalized Planning Help
Personalized Planning Help sessions are scheduled services and are treated separately from digital product purchases.
Rescheduling
Customers may reschedule a planning session at no additional charge when at least 24 hours’ notice is provided before the scheduled appointment time.
Cancellations
Cancellations made with less than 24 hours’ notice are considered late cancellations and are non-refundable.
No-Shows
Missed appointments and no-shows are non-refundable.
If a customer purchases the Planning Partner Package, a missed appointment or late cancellation applies only to that individual scheduled session. The remaining unused sessions in the package remain available, subject to the package terms.
If Thoughtfully Planned Needs to Reschedule
If Thoughtfully Planned needs to reschedule an appointment, the customer will be offered a new appointment time at no additional charge.
Planning Partner Package
The Planning Partner Package includes three 60-minute planning sessions.
Each session may be scheduled separately.
All three sessions must be used within 12 months of the original purchase date.
Unused sessions expire at the end of the 12-month period and are non-refundable.
The same 24-hour rescheduling, late-cancellation, and no-show policies apply to each individual session in the package.
Free Resources
Free Resource Center downloads are provided at no charge and are therefore not eligible for refunds.
If you experience a technical problem accessing a free resource, please contact us and we will do our best to help.
Questions About Your Purchase
If you believe there has been an error with your order or payment, or you need help accessing your purchase, please contact us through the website and select Technical / Purchase Help.
We want customers to receive the product or service they purchased and will review legitimate order and technical issues individually.