Affiliate Disclosure for other Services

This Wealth Education Academy Membership Agreement (the “Agreement” or “Membership Agreement”) states the terms and conditions that govern the contractual agreement between Wealth Education Academy, having its principal place of business in Houston, Texas and Members who agree to be bound by this Agreement.

WHEREAS, Wealth Education Academy offers financial consulting services to help members to develop individualized financial plans for budgeting, savings, retirement, education, day-to-day expenses, and credit advice.

WHEREAS, the Applicant desires to become a Member to obtain the services of Wealth Education Academy to render financial consulting services according to the terms and conditions herein.

NOW, THEREFORE, In consideration of the mutual covenants and promises made by the parties hereto, Wealth Education Academy (the “Consultant”) and the Member (individually, each a “Party” and collectively, the “Parties”) covenant and agree as follows:

  1. Term

This Agreement shall begin on the day of submission of application and the Agreement is not regarded as a binding long term contract.

  1. Consulting Services

The Consultant agrees that it shall provide its expertise to the Member for all things pertaining to financial consulting and provide availability for consultation with members to evaluate how life changes such as marriage, job change or the birth of a child will affect their financial plan.

  1. Compensation

In consideration for the Financial Consulting Services, the Member shall pay the specified consultation rate for the service level selected.

  1. Intellectual Property Rights in Work Product

The Parties acknowledge and agree that each Member has all legal rights to their customized financial plan. Member will not hold any intellectual property rights for any work product resulting from the Financial Consulting Services including, but not limited to, copyright and trademark rights.

  1. Confidentiality

The Consultant shall not disclose to any third party any details regarding the Member’s personal information, business, or financial information (the “Confidential Information”), (ii) make copies of any Confidential Information or any content based on the concepts contained within the Confidential Information for personal use or for distribution unless requested to do so by the Member or (iii) use Confidential Information other than solely for the benefit of the Member.

  1. Indemnification

The Member agrees to indemnify, defend, and protect the Wealth Financial Academy and its personal consultants from and against all lawsuits and costs of every kind pertaining to the Member’s business including reasonable legal fees due to any act or failure to act by the Member based upon the Consulting Services. Any assistance performed by Wealth Education Academy or its affiliates is provided with exemption from any legal liability.

In the event a third party sues Wealth Education Academy for the Member doing something or deciding not to do something based on the Financial Consultant’s advice, then the Client will cover the costs to the Financial Consultant in such an action.

  1. No Modification Unless in Writing

No modification of this Agreement shall be valid unless in writing and agreed upon by both Parties.

  1. Applicable Law

This Consulting Agreement and the interpretation of its terms shall be governed by and construed in accordance with the laws of the State of Texas and subject to the exclusive jurisdiction of the federal and state courts located in Houston, TX.

Level 1 Membership
Level 2 Membership
Level 3 Membership