Please note: Our office will be at limited capacity from July 15th through the 19th. We will hosting our Spending Game Summer School at Bryan College in Dayton TN!

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Terms, Conditions & Our 30-Day Moneyback Guarantee

  • MoneyTrax offers a 30-day money back guarantee on your initial purchase.  After the 30-day period, all subscription payments are non-refundable.  
    • If you need to cancel your subscription, contact our support team. 
    • Please note: outside of the 30-day moneyback period, there are no refunds.
  • All prices are subject to change.
  • Circle of Wealth® system subscription is licensed to a single advisor* and may not be used by any other advisors.  
    • *An advisor is defined as a person who presents the Circle of Wealth® software in the process of offering financial advice and financial products.  This includes, but is not limited to, associates in the same office, team members, family members, partnerships, etc.
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