Frequently Asked Questions
GENERAL
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Q: What is The Money Pot, LLC?
A: The Money Pot, LLC is a business management and consulting firm that provides done for you and strategic support services for entrepreneurs and business owners. Our focus is helping businesses operate correctly, stay compliant, and position themselves for growth and funding readiness.
Q: Who do you work with?
A: We work with startups, small businesses, and established entrepreneurs who are serious about building their business the right way. Our clients value structure, strategy, and professional execution to ultimately get funding.
Q: Is The Money Pot a coaching or education program?
A: No. We are not a coaching, mentoring, or self-help program(While we provide all three!). We provide consulting and implementation based services. This means we assist with execution, implementation, and application rather than simply providing advice or motivation.
SERVICES
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Q: What services do you provide?
A: Services may include business management consulting, administrative support, compliance assistance, funding preparation strategy, and other business solutions. Services are customized based on each client’s needs.
Q: Do you guarantee funding or financial results?
A: No. We do not guarantee funding approvals, credit outcomes, or financial results. All funding decisions are made by third party lenders and institutions. Our role is to help clients prepare and position their business in a professional and compliant manner in order to get funding.
Q: Are you a lender or financial institution?
A: No. The Money Pot, LLC is not a bank, lender, or credit bureau. We do not issue loans or credit and do not make lending decisions.
PRICING AND PAYMENTS
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Q: How much do your services cost?
A: Pricing varies based on the scope of services, complexity of the request, and level of support required. All pricing is discussed and agreed upon before work begins. Packages
Q: Why are prices not listed on the website?
A: We do not use one-size-fits-all pricing. Each business situation is different, and customized pricing ensures clients receive services appropriate to their specific needs. All packages are priced and can be customized.
Q: What payment methods do you accept?
A: We accept multiple payment options including PayPal, Affirm, Stripe, and other approved payment platforms listed on our Prices page.
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Q: Do you offer payment plans?
A: Payment plans may be available through third party providers such as Affirm or PayLater (by PayPal) , subject to their approval and terms. We do not control approval decisions or payment terms set by these providers.
Q: Are there additional or third party fees?
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A: Some services may require fees charged by third parties such as state agencies, filing services, or financial institutions. These fees are separate from our service fees and are the client’s responsibility.
GETTING STARTED
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Q: How do I get started?
A: To get started, you can purchase a package or submit a contact request through our website. Once your request is reviewed, we will contact you to discuss next steps or any questions you may have.
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Q: What information do I need to provide?
A: You may be asked to provide basic business information, documentation, and details related to your goals. Providing accurate and complete information is required to move forward with services. Due to the federal filings, state filing, and applications we submit for you a Social Security Number, Birthday, photo of Proof of Identification, and a replacement card will need to be collected (this is for recurring payments only) on our secure portal.
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Q: How long does the process take?
A: Timelines vary depending on the services requested, the complexity of the business, and how quickly required information is provided. No specific timeline is guaranteed.
POLICIES AND DISCLAIMERS
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Q: Do you offer refunds?
We offer a 3 day money back guarantee. During this time we will gather all the information we will need in order to fulfil your request, complete assessments, and surveys. Clients are subject to consulting fees being charged for 1 on 1 meetings during that 3 days.
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Q: Why does The Money Pot offer a 3-day money-back guarantee?
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The Money Pot provides customized, done-for-you business services, and work often begins shortly after your purchase. Because our services involve time, expertise, and preparation that cannot be reversed, we limit refunds to the first 3 days. This 3-day window gives you time to review your order, ask questions, and make sure the service is the right fit. After that period, resources and labor have already been committed on your behalf. Our goal is to be fair, transparent, and respectful of both our clients and our team. If you are unsure which service is best for you, we are always happy to help before you purchase.
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Q: Is my information kept confidential?
A: Yes. Client information is treated as confidential and used solely for the purpose of providing services, subject to applicable laws and required disclosures.
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Q: What makes The Money Pot different?
A: We focus on execution, structure, and compliance rather than shortcuts or unrealistic promises. Our approach is strategic, professional, and designed to support long term business success.