Refund Policy

General Policy

This Refund Policy explains how Caldorin Advisory handles refund requests for consulting, design support, planning services, project-based work, digital deliverables, and related professional services.

Because many of our services involve reserved time, custom research, strategic input, and tailored project development, refunds are assessed based on the nature of the work purchased, the project stage reached, and whether any service time or deliverables have already been provided.

Custom Services & Project Work

Most services provided by Caldorin Advisory are custom in nature and developed specifically for each client. For that reason, once work has started, a full refund is typically not available.

Refund eligibility, if any, will depend on the amount of work completed, time reserved, resources allocated, communication history, and whether any planning, research, drafts, concepts, or deliverables have already been provided.

In general

• If work has not yet begun and no service time has been reserved, a refund request may be considered.
• If work has already started, any refund may be reduced to reflect time spent and materials prepared.
• If a project is substantially completed, delivered, or approved, payments are generally non-refundable.

Deposits & Advance Payments

Deposits are commonly used to secure production time, begin research, reserve scheduling capacity, or confirm a service engagement. Unless otherwise stated in writing, deposits are non-refundable once a project slot has been reserved or preparatory work has begun.

Advance payments may also be applied toward project commencement, discovery work, administrative preparation, communication setup, or internal planning. These amounts may not be refundable once those activities have started.

1. Deposits reserve availability and may block time that cannot easily be reassigned.
2. Advance payments may cover onboarding, planning, and early-stage preparation.
3. Refunds on deposits or retainers are only available where clearly stated in writing.

Consulting, Strategy & Planning Sessions

Fees paid for consulting calls, planning sessions, audits, advisory meetings, strategy workshops, and similar time-based services are generally non-refundable once the session has taken place or the booked time has been held for your use.

If you request a cancellation before the session and with reasonable notice, we may, at our discretion, offer rescheduling or partial credit instead of a refund. Missed sessions or no-shows are generally not refundable.

Client Cancellations

If you decide to cancel a service after purchasing but before completion, you may contact us to request a review of the project status. Any refund decision will take into account the work already performed, time reserved, administrative setup, communication effort, and any materials prepared or delivered.

Cancellation outcomes may include

• No refund where a substantial portion of work has already been completed.
• Partial refund where only limited work has been performed and unused scope remains.
• Rescheduling or service credit where appropriate instead of a direct refund.

Client Delays & Abandoned Projects

If a project is delayed because required materials, approvals, feedback, or access are not provided by the client, the project may be paused. Such delays do not automatically create refund rights.

If a project remains inactive for an extended period due to client inaction, it may be treated as dormant or abandoned. In those cases, previously paid amounts may be retained to cover reserved capacity, completed work, internal admin time, and disruption to scheduling.

Digital Deliverables

Because digital deliverables can be copied, downloaded, transferred, or used immediately after delivery, payments for completed digital work are generally non-refundable once files, documents, concepts, strategy materials, or other deliverables have been sent, shared, or made accessible.

This applies to custom documents, planning materials, design concepts, written strategy, presentations, project files, reports, audits, and similar digital outputs.

Exceptions & Special Circumstances

We may review refund requests on a case-by-case basis where special circumstances exist, including duplicate payments, billing mistakes, technical processing errors, or exceptional service issues that materially prevented delivery.

Any exception made in one situation does not create an ongoing obligation to provide refunds in future cases.

A refund request may be considered where

• A duplicate or accidental payment was made.
• A technical billing error caused an incorrect charge.
• No work started, no time was reserved, and cancellation was requested promptly.

Chargebacks & Payment Disputes

If you believe a payment was made in error, please contact us before initiating a chargeback or external payment dispute. We are often able to review the matter directly and resolve legitimate concerns more efficiently.

Initiating a chargeback after receiving services, project work, consultation time, planning materials, or digital deliverables may be treated as a breach of our service terms and may result in suspension of active work, denial of future service, or submission of documentation supporting the original charge.

Policy Updates

We may revise this Refund Policy from time to time to reflect changes in our services, booking practices, billing structure, legal requirements, or business operations. Any revised version becomes effective when posted on this page unless another date is specifically stated.

Continuing to use our services after an updated version is posted constitutes acceptance of the revised policy.