Terms of Service

Published by Uplevel By Design, LLC for uplevelbydesign.com

These Terms of Service (“Terms”) govern your access to and use of uplevelbydesign.com and any related pages, content, tools, communities, and online services we operate that link to these Terms (together, the “Site”). The Site is published by Uplevel By Design, LLC (“Uplevel By Design,” the “Company,” “we,” “us,” or “our”).

Please read these Terms carefully. By accessing or using the Site, you agree to be bound by these Terms and by our Privacy Policy, which is incorporated by reference. If you do not agree, do not access or use the Site.

Section 16 contains a binding arbitration agreement and a class-action waiver that affect how disputes are resolved. Please review it carefully.

1. Who We Are

The Site is the master brand presence of the Uplevel enterprise, which comprises four legal entities:

• Uplevel By Design, LLC … Parent and master brand; publishes the Site and orchestrates the integrated experience.
• Uplevel Entrepreneur, LLC … Coaching, consulting, and strategic education (Member engagements).
• Your Books By Design, LLC … Tax preparation, bookkeeping, and Fractional CFO services (Client engagements).
• Collins Lambert, LLC … Professional asset management (through Investment Adviser Representatives of LPL Financial LLC’s corporate Registered Investment Adviser) and insurance placement (Client engagements).

Uplevel Entrepreneur, LLC, Your Books By Design, LLC, and Collins Lambert, LLC are each referred to as an “Uplevel By Design Company” in our marketing. In any contract, the actual contracting party is the entity named by its full legal name. These Terms govern your use of the Site; they are not the agreement under which any paid Program or Service is delivered (see Section 6).

2. Definitions

• Affiliated Entities … Uplevel Entrepreneur, LLC; Your Books By Design, LLC; and Collins Lambert, LLC, together with Uplevel By Design, LLC.
• Content … all text, graphics, logos, images, audio, video, downloads, frameworks, methodologies, tools, and other materials made available on or through the Site.
• Member … an individual or entity enrolled in an Uplevel Coaching & Consulting Program.
• Client … an individual or entity engaging an Uplevel Done-For-You Professional Service.
• Programs and Services … the Coaching & Consulting Programs and Done-For-You Professional Services offered by the Affiliated Entities.
• You or your … any person who accesses or uses the Site.

3. Eligibility

The Site is intended for adults. By using the Site, you represent that you are at least 18 years old and able to form a binding contract, and that, if you use the Site on behalf of a business or other entity, you have authority to bind that entity to these Terms.

4. Educational Purpose; No Professional Advice

The Site and its Content are provided for general educational and informational purposes. The Content reflects the Company’s frameworks, methodologies, and strategic education across tax reduction, asset protection, wealth accumulation, and intentional legacy. It is general in nature and is not legal, tax, accounting, investment, securities, insurance, or other regulated professional advice, and it is not tailored to your specific facts and circumstances.

Edward Collins holds the JD, CFP®, AAMS, and RFC credentials and has specialized knowledge in tax, estate, and business matters. The Company does not provide legal services and does not represent you as your attorney. Accessing the Site, or communicating with us through it, does not create an attorney-client, fiduciary, accountant-client, or advisory relationship.

You should consult your own licensed professionals before acting on any strategy, framework, idea, or information presented on the Site. You are solely responsible for your decisions and for confirming that any strategy is appropriate and lawful for your situation.

5. No Investment Advisory Or Securities Services

Nothing on the Site is an offer or solicitation to buy or sell any security, an investment recommendation, or investment advisory, asset-management, or financial-planning advice, and nothing on the Site describes or markets the management of money or the purchase or sale of securities.

Professional asset management is provided only by the Investment Adviser Representatives of LPL Financial LLC’s corporate Registered Investment Adviser, operating under the Collins Lambert, LLC name, under a separate written agreement and under LPL Financial’s regulatory framework. Insurance products are placed only by state-licensed producers under separate engagement. Any such services are obtained separately from your use of the Site, with the appropriately licensed entity, and are governed by that entity’s own agreements and disclosures … not by these Terms.

6. Programs, Services, And Purchases

The Site may describe Programs and Services and may allow you to inquire about, register for, or purchase certain offerings.

Separate agreements control. Enrollment in any Program or engagement of any Service is governed by a separate written agreement with the applicable Affiliated Entity … for example, the Uplevel Master Member & Client Agreement, the applicable Program Addendum and Investment Guide, a Done-For-You Service engagement letter, and, for Form 1040 tax-preparation Clients, the standalone Internal Revenue Code Section 7216 consents. If anything on the Site conflicts with a signed agreement for a Program or Service, the signed agreement controls with respect to that Program or Service. Information presented on the Site is for convenience and does not amend any signed agreement.

• Pricing and descriptions. We strive to describe offerings and prices accurately. Prices, features, and availability may change, and we may correct errors and cancel or refuse any order affected by an error, even after an order is submitted.
• Payment authorization. When you purchase or subscribe, you authorize us (or our payment processor) to charge the payment method you provide for all amounts due, including any recurring or installment charges you select, until you cancel as permitted by the applicable agreement. You represent that you are authorized to use that payment method.
• Recurring billing. Subscriptions and installment plans renew or continue on the schedule disclosed at checkout until cancelled in accordance with the applicable agreement.
• Refunds. All amounts are non-refundable except as expressly provided in the applicable signed agreement, Program Addendum, Investment Guide, or engagement letter. Those documents govern any refund, cancellation, or guarantee.
• No chargeback. You agree not to initiate a chargeback or payment dispute based on dissatisfaction, non-participation, or non-realization of expected results; fee disputes follow the dispute-resolution provisions of the applicable agreement and Section 16 of these Terms.
• Taxes. Prices are exclusive of any applicable sales, use, or other taxes lawfully imposed on your purchase.

7. No Guarantee Of Results

The Company does not guarantee any specific result from the Site or its Content, including any specific tax reduction, asset-protection outcome, business performance, level of wealth accumulation or investment return, or legal or regulatory outcome. Any examples, case studies, testimonials, or results described on the Site are individual experiences and are not a promise or prediction of your results. Your results depend on your own actions, your licensed professionals, your circumstances, and conditions outside the Company’s control.

8. Accounts And Registration

If the Site allows you to create an account or access a community or members’ area, you agree to provide accurate information, keep your credentials confidential, and remain responsible for all activity under your account. Notify us promptly of any unauthorized use. We may suspend or terminate access as described in Section 19. Conduct within any Uplevel community is also subject to the applicable community code of conduct and your signed agreement.

9. Acceptable Use

You agree to use the Site only for lawful purposes and in accordance with these Terms. You will not:

• violate any law or the rights of others;
• copy, reproduce, distribute, republish, scrape, harvest, or create derivative works from the Content except as expressly permitted in Section 10;
• use the Site or Content to develop, train, or benchmark any artificial-intelligence or machine-learning model, or to compete with the Company;
• introduce malware or attempt to gain unauthorized access to the Site, its systems, or other users’ accounts;
• interfere with or disrupt the Site, or circumvent any security or access control;
• impersonate any person or misrepresent your affiliation; or
• use the Site to harass, abuse, defame, or harm any person, or to send unsolicited or unauthorized advertising.

We may investigate and take appropriate action, including removing content, suspending access, and cooperating with authorities, for any violation.

10. Intellectual Property And Limited License

The Site and all Content are owned by Uplevel By Design, LLC and its licensors and are protected by United States and international intellectual-property laws. “Uplevel By Design,” “Real Wealth Matrix,” and other Uplevel names, logos, frameworks, and slogans are trademarks or service marks of Uplevel By Design, LLC.

Subject to your compliance with these Terms, we grant you a limited, personal, non-exclusive, non-transferable, revocable license to access and view the Content for your own personal, non-commercial, informational use. No other right or license is granted. You may not remove any copyright, trademark, or proprietary notice. All rights not expressly granted are reserved.

11. User Submissions And Feedback

If you submit any content, idea, suggestion, or feedback to us through the Site (“Submissions”), you grant the Company a worldwide, royalty-free, perpetual, irrevocable, transferable, sublicensable license to use, reproduce, modify, and incorporate the Submission for any lawful business purpose, without obligation or compensation to you. Do not send us confidential information through the Site; Submissions are not treated as confidential, and no confidential or fiduciary relationship arises from a Submission. You represent that you have the right to provide each Submission and that it does not violate the rights of any third party.

12. Third-Party Links And Resources

The Site may link to third-party websites, tools, or resources. We provide these for convenience and do not endorse and are not responsible for third-party content, products, services, or privacy practices. Your use of any third-party site or service is at your own risk and is governed by that third party’s terms.

13. Privacy

Our collection and use of personal information through the Site is described in our Privacy Policy, which is incorporated into these Terms by reference. By using the Site, you acknowledge the Privacy Policy.

14. Electronic Communications And Marketing Consent

By providing your contact information through the Site, you consent to receive communications from us electronically, including service and transactional messages and, where you opt in, marketing emails. You may unsubscribe from marketing emails at any time using the link in the email; we may still send you non-marketing messages related to your account or transactions.

Text messages (SMS). If you provide your mobile number … for example, when you register for a workshop, webinar, or other event … you consent to receive recurring informational and transactional text messages from us at that number, including registration confirmations and event, appointment, and webinar reminders, sent using automated technology through our messaging provider. Message and data rates may apply, and message frequency varies. Reply STOP to opt out at any time, or HELP for help. Consent to receive text messages is not a condition of any purchase. Your mobile information is handled under our Privacy Policy and is not sold or shared with third parties for their own marketing. For help, reply HELP or contact info@uplevelbydesign.com.

15. Disclaimers

The Site and all Content are provided “as is” and “as available,” without warranties of any kind, whether express, implied, or statutory. To the fullest extent permitted by law, the Company and the Affiliated Entities disclaim all warranties, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement, and any warranty that the Site will be uninterrupted, secure, error-free, or free of harmful components, or that any Content is accurate, complete, current, or reliable. You assume all responsibility for your use of the Site and any reliance on the Content.

16. Dispute Resolution; Binding Arbitration; Class-Action Waiver

Please read this Section carefully. It requires most disputes to be resolved by binding arbitration on an individual basis and waives your right to a jury trial and to participate in a class action.

Informal resolution first. Before starting an arbitration, the parties shall attempt in good faith to resolve any dispute arising out of or relating to these Terms or the Site through direct discussion within thirty (30) days after written notice of the dispute.

Binding arbitration. If the dispute is not resolved through good-faith negotiation, it shall be resolved by binding arbitration administered by the American Arbitration Association (“AAA”) under its applicable rules then in effect, before a single arbitrator. The seat of arbitration shall be Miami, Florida (or another mutually agreed Florida location), and the arbitration shall be conducted in English. Judgment on the award may be entered in any court of competent jurisdiction. The Federal Arbitration Act governs the interpretation and enforcement of this Section.

Class-action waiver. You and the Company each may bring claims against the other only in an individual capacity, and not as a plaintiff or class member in any purported class or representative proceeding. The arbitrator may not consolidate more than one person’s claims or preside over any representative or class proceeding.

Carve-out. Either party may seek injunctive or other equitable relief from a court of competent jurisdiction for actual or threatened infringement or misuse of intellectual property or other proprietary rights (Sections 10 and 11), without first proceeding through arbitration.

17. Limitation Of Liability

To the fullest extent permitted by applicable law, the Company, the Affiliated Entities, and their respective owners, officers, employees, contractors, and representatives (collectively, the “Company Parties”) shall not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, including loss of profits, business opportunity, goodwill, or data, arising out of or relating to the Site or these Terms, even if advised of the possibility of such damages. The Company Parties’ aggregate total liability arising out of or relating to the Site and these Terms shall not exceed the greater of (a) the total amounts you paid to the Company through the Site in the twelve (12) months preceding the event giving rise to the claim, or (b) one hundred U.S. dollars ($100).

These limitations do not apply to liability that cannot be excluded or limited under applicable law (for example, liability for fraud or willful misconduct). Paid Programs and Services are subject to the separate limitation-of-liability terms in their own signed agreements. Some jurisdictions do not allow certain limitations, so some of the above may not apply to you.

18. Indemnification

You shall indemnify, defend, and hold harmless the Company Parties from and against any claims, losses, damages, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or relating to your use of the Site, your Submissions, your violation of these Terms or any law, or your infringement of any right of a third party.

19. Suspension And Termination

We may suspend, restrict, or terminate your access to all or part of the Site at any time, with or without notice, for any reason, including any violation of these Terms. Upon termination, the license granted in Section 10 ends and you must stop using the Site. Sections that by their nature should survive termination … including Sections 4, 5, 7, 10, 11, and 15 through 22 … survive.

20. Governing Law And Venue

These Terms are governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict-of-laws principles. Subject to Section 16, the parties consent to the exclusive jurisdiction and venue of the state and federal courts located in Miami-Dade County, Florida for any judicial proceeding arising out of or relating to these Terms or the Site that is not subject to arbitration.

21. Changes To These Terms

We may update these Terms from time to time. When we do, we will revise the “Effective Date” below and post the updated Terms on the Site. Material changes may also be communicated by other reasonable means. Your continued use of the Site after the updated Terms take effect constitutes your acceptance. If you do not agree to the updated Terms, stop using the Site.

22. General

Entire agreement (Site use). These Terms and the Privacy Policy are the entire agreement between you and the Company regarding your use of the Site, and supersede prior understandings on that subject. They do not supersede any signed agreement for a Program or Service, which controls for that Program or Service (Section 6).

Severability; waiver. If any provision is held unenforceable, it will be reformed to the minimum extent necessary and the remaining provisions remain in effect. Our failure to enforce any provision is not a waiver.

Assignment. You may not assign these Terms without our prior written consent. We may assign these Terms to an Affiliated Entity or to a successor in connection with a merger, acquisition, restructuring, or sale of assets.

No third-party beneficiaries. Except for the Company Parties and the Affiliated Entities named here, these Terms create no third-party beneficiary rights.

Force majeure. We are not liable for any delay or failure to perform caused by events beyond our reasonable control.

Headings; construction. Headings are for convenience only. “Include” and “including” mean “including without limitation.”

23. Contact Us

Questions about these Terms:

Uplevel By Design, LLC
Attn: Legal
20314 Northeast 16th Place
Miami, Florida 33179
Email: info@uplevelbydesign.com

Effective Date: June 28, 2026