This Advisory Agreement governs participation in paid Zoom advisory sessions. Acceptance is required prior to booking and payment.
Advisory Agreement
This Advisory Agreement (“Agreement”) is entered into by and between Harborstead Advisory LLC (“Advisor”) and the individual who schedules, purchases, or participates in a paid advisory session (“Participant”).
By accepting this Agreement electronically and completing payment for an advisory session, the Participant agrees to be bound by the terms set forth herein.
1. Scope of Services
Advisor will provide paid advisory services consisting of one or more sixty-minute (60-minute) Zoom sessions (“Sessions”), scheduled in advance by the Participant. Each Session is billed at a flat rate of $200 per Session, payable in full prior to the Session.
Sessions are offered on a per-Session basis. There is no minimum number of Sessions required, and no obligation for either party to continue beyond any Session that has been scheduled and paid for.
Either party may discontinue participation in advisory Sessions at any time. The Participant’s only payment obligation is for Sessions already completed or scheduled and paid for. No refunds are provided for completed Sessions.
The purpose of the Sessions is to equip the Participant with knowledge, context, and perspective related to local budgets, property taxes, and school funding—areas in which Advisor has developed recognized expertise through teaching, advisory work, and public fiscal-literacy efforts. Advisor will share frameworks, explanations, and communication approaches designed to make complex financial topics more accessible to non-expert audiences.
Civic Parent is referenced solely as background regarding Advisor’s experience and expertise. Civic Parent is a separate initiative and is not part of this Agreement. Participation in advisory Sessions does not grant the Participant any rights, access, or privileges to Civic Parent content, platforms, tools, or community.
Advisory Sessions are limited to the scheduled fifty-minute duration. Any additional time or follow-up work is outside the scope of this Agreement unless separately agreed to in writing.
2. Schedule and Delivery
Advisory Sessions will be conducted virtually via Zoom or a comparable video-conferencing platform. Sessions are scheduled by the Participant in advance, subject to Advisor’s availability, and are confirmed upon completion of booking and payment.
Access details for each Session, including the Zoom link, will be provided electronically prior to the scheduled Session.
Each Session will be sixty (60) minutes in duration. This Agreement applies on a per-Session basis and does not require or contemplate any minimum number of Sessions. Any additional Sessions must be separately scheduled and paid for in advance.
Sessions will begin and end at the scheduled time. Late arrival by the Participant does not extend the Session duration.
3. Fees and Payment
Each advisory Session is billed at a flat rate of $200 per sixty-minute (60-minute) Session. Sessions are offered and priced on a per-Session basis and are not billed according to actual time spent.
Payment for each Session is due in full at the time of booking. Sessions are not confirmed and will not be conducted unless payment has been received in advance.
All payments shall be made through Advisor’s designated online payment system at the time of scheduling. No invoicing is required or provided for individual Sessions unless otherwise agreed in writing.
Fees paid for completed Sessions are non-refundable.
4. Term and Termination
This Agreement becomes effective on the date of the Participant’s electronic acceptance in connection with the scheduling and payment of an advisory Session and applies to each Session booked under this Agreement.
Either party may discontinue participation in advisory Sessions at any time. The Participant has no obligation beyond payment for Sessions already scheduled and paid for, and Advisor has no obligation to provide Sessions that have not been scheduled and paid for.
Because Sessions are booked and paid for individually, there are no unused or remaining Sessions upon termination.
5. Confidentiality
Advisor will treat as confidential any non-public information disclosed by the Participant during an advisory Session that a reasonable person would understand to be confidential (“Confidential Information”). Advisor will not disclose such Confidential Information to third parties without the Participant’s consent, except as required by law or as necessary to comply with legal, regulatory, or ethical obligations.
Confidential Information does not include information that (a) is or becomes publicly available through no act or omission of Advisor, (b) was lawfully known to Advisor prior to disclosure by the Participant, or (c) is independently developed by Advisor without use of the Participant’s Confidential Information.
Nothing in this Agreement creates a fiduciary, attorney-client, accountant-client, or other professional-client relationship, and Advisor’s confidentiality obligations are limited to those expressly stated in this Section.
6. Independent Advisor
Participant acknowledges that Advisor acts solely as an independent advisor and educator. Advisor does not provide legal, tax, accounting, audit, attest, investment, financial, pastoral, or other regulated professional services under this Agreement.
The advisory Sessions are intended to provide general information, context, and perspective. The Participant remains solely responsible for evaluating and applying any information discussed and for obtaining professional advice tailored to their specific circumstances as appropriate.
7. Limitation of Liability
The Participant acknowledges that Advisor’s role is advisory only and that the Participant retains full responsibility for all decisions, actions, and outcomes resulting from participation in advisory Sessions.
To the maximum extent permitted by law, Advisor’s total liability arising out of or relating to this Agreement or any advisory Session shall be limited to the total fees actually paid by the Participant for the specific Session giving rise to the claim.
In no event shall Advisor be liable for any indirect, incidental, consequential, special, or punitive damages, including but not limited to loss of profits, loss of data, or business interruption, even if Advisor has been advised of the possibility of such damages.
8. Entire Agreement
This Agreement constitutes the entire agreement between Advisor and the Participant with respect to the advisory Sessions and supersedes all prior or contemporaneous understandings, communications, or agreements, whether written or oral, relating to the subject matter hereof.
This Agreement may be amended only by a written agreement issued by Advisor or otherwise expressly agreed to by Advisor in writing.
By accepting this Agreement electronically and completing payment for an advisory Session, the Participant acknowledges that they have read, understood, and agree to be bound by the terms of this Agreement.
This Agreement becomes effective as of the date of electronic acceptance. The Participant acknowledges that payment for advisory services constitutes valid consideration for this Agreement.