Terms and Conditions

1. Agreement to Terms

These Terms and Conditions govern the use of the ClearPath Planning communication platform. By interacting with our services, you agree to be bound by these provisions.

2. SMS Service Description

ClearPath Planning provides transactional SMS notifications solely to deliver secure links for financial snapshots. This service is not used for marketing or promotional solicitations.

3. Consent and Opt-Out Protocols

By providing your mobile number and manually opting in, you grant ClearPath Planning permission to send a one-time transactional message.

• Opt-Out: Reply STOP to cancel at any time.
• Support: Reply HELP for technical assistance or contact our support team.
• Requirements: Message and data rates may apply.

4. Liability and Deliverability

Mobile carriers are not liable for delayed or undelivered messages. Delivery is subject to effective transmission from your network operator.