At Summit Lane Advisors, we are committed to delivering exceptional consulting services with professionalism, transparency, and care. We understand that circumstances may arise where a client wishes to cancel or reconsider the continuation of services. This Refund Policy outlines our approach to ensuring a clear, respectful, and client-centered resolution process.

Cancellations and Refund Requests

If you are unsatisfied with the services provided by Summit Lane Advisors, we encourage you to reach out to our team directly. Your feedback is important to us, and we are committed to reviewing your concerns and identifying the most appropriate course of action—whether that involves a cancellation or a refund.

You may contact us at:
Phone: (866) 978-0434
Email: connect@forwardstepsgroup.com

Submitting a Refund Request

To maintain transparency and efficiency, we have established the following process for refund requests:

• You may submit a cancellation request at any time.
• Upon receipt of your request, our team will promptly evaluate your eligibility for a refund.
• Approved refunds will be processed within thirty (30) business days of confirmation.
• Please note that the time required for the refund to reflect on your account may vary depending on your banking institution or credit card provider, and may take 1–2 billing cycles.

How to Request a Refund

To initiate the process:

1. Contact our Client Services Team by phone at (866) 978-0434 or via email at connect@forwardstepsgroup.com.
2. Provide your account or transaction details along with a brief explanation for your request.
3. Our team will guide you through the next steps and keep you informed throughout the process to ensure a timely and satisfactory resolution.

Our Commitment to You

At Summit Lane Advisors, client satisfaction is at the core of everything we do. Whether we are delivering financial guidance or responding to your concerns, our goal is to maintain the highest standards of trust, clarity, and responsiveness throughout your experience with us.

Have Questions? We’re Here to Help

If you have any additional questions or require clarification regarding this policy or any aspect of our services, please don’t hesitate to get in touch:

Summit Lane Advisors
425 Sweet Bay Dr
Longwood, FL 32779
Phone: (866) 978-0434
Email: connect@forwardstepsgroup.com
Website: www.summitlaneadvisors.co