Effective Date: 07/03/2025

Welcome to the Compass and the Coin book funnel operated by Miletti Wealth Management. By using this website and accessing the resources provided—including the free ebook, optional workbook, or booking a consultation—you agree to the following terms:

Use of Website:

This site is intended for individuals aged 18 or older. It provides educational resources related to financial planning, retirement, and wealth management.

This site does not constitute personalized financial, legal, or tax advice. All content is for informational and educational purposes only.

Ebook & Digital Product Delivery:

Upon submitting your contact details, you’ll receive the free ebook “The Compass and the Coin” via email. If you choose to purchase the companion workbook, access will be delivered digitally immediately after payment. All digital products are non-refundable unless otherwise stated.

Booking a Consultation:

You may be offered the opportunity to schedule a complimentary strategy session with Luis Miletti Jr. These sessions are for qualified individuals based on the details provided. We reserve the right to cancel or reschedule appointments at our discretion.

No Guarantees:

While our goal is to provide helpful resources and professional insights, results may vary. We do not guarantee specific financial outcomes from reading the book, participating in a session, or working with us.

Intellectual Property:

All content on this site, including text, graphics, and digital products, is the property of Miletti Wealth Management or its licensors. You may not reproduce or distribute any content without written permission.

Limitation of Liability:

We are not liable for any damages, losses, or claims arising from your use of this site or the materials provided. Always consult a qualified professional before making financial decisions.

Changes to These Terms:

We may revise these terms periodically. Continued use of the website constitutes acceptance of the updated terms.

Contact:

Questions about these Terms? Email us at [email protected].