Legal
Membership Terms
Optional $40/month Member Access for portal access and limited advocate check-ins — separate from free partner-funded programs.
Effective August 6, 2026 · Finance.vet
Overview
Finance.vet LLC ("we," "us," or "our") offers an optional monthly membership for Finance.vet ("Member Access") for veterans who want to start before a partner-funded enrollment wave opens. Partner-funded programs remain completely free to veterans in those programs. This membership is optional.
By completing checkout for Member Access, you agree to these Membership Terms, our Privacy Policy, and the site disclosures. If you do not agree, do not purchase Member Access.
What Member Access includes
While your subscription is active and in good standing, Member Access includes:
- Access to the Finance.vet member portal (planning tools available to members)
- One kickoff call with an advocate to get oriented and set next steps (we aim to offer scheduling within 14 days of successful payment)
- One advocate check-in call each calendar quarter while you remain subscribed
What is not included
Member Access is limited. The following are not included in the $40/month membership:
- Unlimited advocate time or same-day support guarantees
- CFP planning-bench escalation (that path remains for partner-funded programs or ops discretion)
- Altruist (or other custodian) account opening through partner-funded investing gates
- Waiver of investment advisory fees charged under the Finance.vet LLC Fee Schedule / Form ADV
- Investment advice, securities recommendations, portfolio management, tax advice, legal advice, or VA claims representation
- A guarantee of financial outcomes, benefit awards, or investment performance
Price and billing
Member Access costs $40.00 USD per month, billed in advance through Stripe on behalf of Finance.vet LLC. There is no annual discount under these terms unless we publish a separate offer.
You authorize recurring charges to your payment method until you cancel. Receipts and invoices are provided by Stripe. You can manage payment method and cancellation through the Stripe Customer Portal link we provide (or by emailing support).
Cancellation and refunds
You may cancel anytime. Cancellation stops future charges; access continues through the end of the paid period unless we state otherwise in the Customer Portal.
If you request a refund before your kickoff call has been delivered, we will provide a prorated refund of the current billing period.
After your kickoff call has been delivered, membership fees for the then-current period are non-refundable. You may still cancel to stop future charges.
Sponsorship and dual paths
Finance.vet remains free to veterans in partner-funded programs. If you later join an active sponsored cohort, we will stop billing your Member Access subscription (typically by canceling at period end or immediately per our ops process) so sponsored members are not charged.
Joining the waitlist or asking a local Veterans Service Organization about sponsoring a cohort does not require payment.
Advocates are educational navigation
Advocates help you finish your plan, assign tasks, and answer educational questions. They are not investment adviser representatives for securities recommendations, are not paid commissions to sell investments, and do not file or appeal VA disability claims.
Optional investment advisory services are provided separately by Finance.vet LLC under applicable advisory agreements and Form ADV — not under this membership fee.
Capacity
We limit active Member Access subscriptions so advocates can deliver real human support. When capacity is full, we may hide or pause the purchase path until space opens. Purchase does not guarantee immediate kickoff if you delay responding to booking invitations.
Accounts and security
After checkout, we will email instructions to create or activate your member account (typically a secure link to set a password). You are responsible for keeping your credentials confidential. Login.gov or other sign-in options may be offered when available.
We do not store your full card number on our servers; payment processing is handled by Stripe.
Changes
We may update these Membership Terms. Material changes will be posted on this page with an updated effective date. Continued use of Member Access after changes take effect constitutes acceptance of the updated terms, except where applicable law requires otherwise.
Contact
Questions about Member Access, billing, or cancellations: support@finance.vet.
Also see our Privacy, FAQ, and Join waitlist. Questions: support@finance.vet