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Terms and Conditions for Discovery Engine Coaching

Welcome to Discovery Engine! By using our coaching services, you agree to the following terms and conditions. Please read them carefully before enrolling or interacting with our platform.


1. General Information

Discovery Engine (“we,” “our,” or “us”) provides coaching services and a learning platform designed to empower individuals in their personal finance and investment journeys. By accessing our services, you agree to abide by these terms and conditions.


2. Use of Personal Information

When you sign up for our services, we collect personal information, including but not limited to your name, phone number, email address, and any additional information you provide during enrollment or coaching.

How We Use Your Information:

  • To communicate with you about our coaching programs, updates, and related content.
  • To provide a personalized coaching experience tailored to your needs.
  • To send promotional messages, newsletters, and updates about our services.

3. Data Privacy and Security

At Discovery Engine, we respect your privacy and are committed to protecting your personal information.

  • We will never share, sell, or rent your information to any third parties.
  • Your data will only be accessed by authorized personnel to deliver our services effectively.
  • We implement industry-standard measures to protect your information from unauthorized access or breaches.

4. Communication Preferences

By providing your contact information, you consent to receiving communications from Discovery Engine via email, phone, or text.

  • Unsubscribe or Opt-Out: You may opt out of marketing communications at any time by clicking the “unsubscribe” link in emails, texting/replying “Stop” via text, or contacting us directly.
  • Service-Related Messages: Please note that you may still receive essential service-related messages (e.g., payment confirmations, program updates) even if you opt out of promotional messages.

5. Payment and Refunds

  • Program fees must be paid in full before the start of the coaching program unless otherwise specified.
  • Refunds are subject to the terms outlined in the specific program agreement.

6. Intellectual Property

All content provided through Discovery Engine, including course materials, tools, and resources, is our intellectual property and is for personal use only. You may not reproduce, distribute, or share any content without prior written permission.


7. Limitation of Liability

While we strive to provide accurate, effective coaching, we are not financial advisors or planners. All information shared is for educational purposes only. We are not liable for any decisions or actions you take based on the coaching provided.


8. Changes to Terms and Conditions

We reserve the right to update these terms and conditions as needed. Any changes will be communicated via email or posted on our website.


9. Messaging and Communications

By subscribing to Discovery Engine, you agree to the following terms and conditions regarding messaging and communications:

  • Messaging Frequency

By opting in, you consent to receive recurring messages from Discovery Engine The frequency of these messages may vary based on the subscribed service, such as weekly updates, monthly notices, or event- or promotion-related communications.

  • Potential Fees

Standard messaging and data rates may apply, depending on your mobile carrier and plan. Any charges for receiving messages are your responsibility.

  • Opt-In Method

Opting in requires explicit consent. By checking the box during the subscription process, you agree to receive TEXT messages about Financial Wellness and learning updates from Discovery Engine at the phone number provided. SMS frequency may vary. Data rates may apply. Text HELP to (206) 880-2045 for assistance. Reply STOP to opt out of receiving SMS messages.

  • Opt-Out Method

To stop receiving messages, reply with the opt-out keyword (“STOP”). Once you opt-out, you will no longer receive messages unless you choose to opt back in through authorized means.

  • Privacy Policy

Your personal data, including phone numbers provided for messaging purposes, is collected, used, and stored according to our Privacy Policy. This information is never shared with third parties or affiliates for marketing purposes.

  • Acknowledgment of Terms

By subscribing to Discovery Engine messaging service, you acknowledge that you have read and agree to these terms and conditions.


9. Contact Us

If you have any questions or concerns about these terms and conditions, please contact us:
Email: hello@discoveryengine.co
Phone: (206) 207-0399

By using our services, you acknowledge that you have read, understood, and agreed to these terms and conditions. Thank you for choosing Discovery Engine for your coaching journey!