OverviewRefunds at a glance
This policy applies to all Boss Family products — Boss Finances, Boss Investors, and Boss Traders AI — operated by Boss Family Holdings, Inc. ("Boss," "we," "us"). In short:
- Free accounts: nothing to refund — try the platform at no cost.
- Monthly plans: cancel anytime; you keep access through the period you paid for, and we don't bill you again.
- Annual plans: full refund if you cancel within 30 days of purchase.
- Founding & All-Access (lifetime): fully refundable until the product's public launch, then a 30-day money-back guarantee.
The sections below explain each in detail.
Section 01Free accounts
Our Free tier costs nothing, so there is nothing to refund. You can use it for as long as you like and stop at any time. If you upgrade to a paid plan and later cancel, the relevant paid-plan section below applies.
Section 02Monthly subscriptions
Monthly plans (such as Core and Elite billed month-to-month) are cancel-anytime. When you cancel:
- You keep full access until the end of the billing period you've already paid for;
- You are not charged again after that;
- We don't provide partial refunds for the current month, because billing periods are short and you retain access for the rest of the period.
As a courtesy, if you're charged for a renewal you didn't intend and contact us promptly (within a few days of the charge, before meaningful use of the new period), we'll review a refund of that charge in good faith.
Section 03Annual subscriptions
Annual plans come with a 30-day money-back guarantee. If you cancel within 30 days of your purchase (or annual renewal) date, we'll refund that payment in full. After 30 days, the annual plan is non-refundable for the remainder of the term, but you can cancel to stop the next renewal and keep access until the term ends.
Section 04Founding Member & All-Access (lifetime)
One-time lifetime purchases — including Founding Member ($299) and All-Access ($699) — carry the most generous terms, because you may be buying before a product is fully live:
- Before public launch: fully refundable, no questions asked, any time before the product's stated public-launch date. If we delay a launch, this pre-launch refund right extends to the new date.
- After public launch: a 30-day money-back guarantee — cancel within 30 days of launch (or of your purchase, if you buy after launch) for a full refund.
If you refund a Founding or All-Access seat, that seat is returned to the available pool or retired at our discretion, consistent with the capped-seat commitments described on those offer pages. The "price locked for life" benefit applies only while a purchased seat remains active and un-refunded.
Section 05How to request a refund
To request a refund, contact us with the email on your account and your approximate purchase date:
- Email support@bossfinances.ai, or
- Use the in-app Billing section of your member portal, or
- Reach us through the contact page.
You don't need to give a reason, though feedback helps us improve. We aim to acknowledge refund requests within two business days.
Section 06How refunds are processed
- Approved refunds are issued to your original payment method via our payment processor (Stripe).
- Refunds typically post within 5–10 business days after approval, depending on your bank or card issuer.
- Refunds are made in the original currency of purchase; we are not responsible for currency-conversion differences or fees charged by your bank.
- When a paid plan or lifetime seat is refunded, the associated access, benefits, and any Founding/All-Access status end.
Section 07Exceptions and abuse
Our refund terms are offered in good faith, and we ask the same in return. We may decline a refund, or limit future purchases, in cases of:
- Fraud, payment disputes filed without first contacting us, or use of stolen payment methods;
- Clear abuse of the guarantee — for example, repeatedly purchasing and refunding, or requesting a refund immediately after extracting one-time value (such as attending a paid live AMA or bulk-downloading members-only materials);
- Violations of our Terms of Service that result in account termination.
Physical items from a Founding swag kit, once shipped, are not refundable, though this does not affect your right to a refund of the underlying membership under the terms above.
Section 08Your regional rights
This policy describes the refunds we offer, which may be more generous than the law requires. It does not take away rights you have under the consumer-protection laws of your country or state. For example, customers in the EU and UK generally have a statutory right to withdraw from a digital purchase within 14 days — though that right can end once you begin accessing digital content with your express consent. Where local law grants you greater rights than this policy, those rights apply.
Section 09Changes to this policy & how to reach us
We may update this Refund Policy from time to time. Material changes will be reflected by the "last updated" date above, and the policy in effect at the time of your purchase governs that purchase. Questions can be directed to support@bossfinances.ai or by mail to:
Boss Family Holdings, Inc.
c/o T. James Enterprises Inc.
777 Brickell Ave, Suite 500, Miami, FL 33131
This Refund Policy should be read together with our Terms of Service, Privacy Policy, and Legal & Disclosures. If any conflict exists on a specific point, the more specific document controls for that point.