Terms of Use

Advanced Financial Designs operates a website at www.wholeheartedway.com. The information contained on the Site neither constitutes an offer for nor a solicitation of interest in any securities offering.
Advanced Financial Designs is registered with the California Department of Corporations as an investment adviser under the Investment Advisers Act of 1940. Financial advisory services are only provided to investors who become Advanced Financial Design Clients ("Clients") pursuant to a written WholeHeartedWay Coaching Agreement Client Agreement which investors are urged to read, along with Part 2 of Advanced Financial Designs ADV form and carefully consider in determining whether such agreement is suitable for their individual facts and circumstances.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS, AND ANY EXPECTED RETURNS OR HYPOTHETICAL PROJECTIONS MAY NOT REFLECT ACTUAL FUTURE PERFORMANCE. FURTHERMORE, PAST RETURNS MAY REFLECT THE PERFORMANCE OF ASSETS FOR A FINITE TIME, OR DURING A PERIOD OF EXTREME MARKET ACTIVITY. ALL INVESTMENTS INVOLVE RISK AND MAY RESULT IN PARTIAL OR TOTAL LOSS. There can be no assurance that an investment mix or any projected or actual performance shown on the Site will lead to the expected results shown or perform in any predictable manner. It should not be assumed that investors will experience returns in the future, if any, comparable to those shown or that any or all investors on the Site experienced such returns.
WholeHeartedWay Affiliate Disclosure:
WholeHeartedWay website is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. The site may also contain other affiliate links for which WholeHeartedWay may receive compensation.
The purpose of WholeHeartedWay© is to give you information that you can use to make good financial decisions. I share insights, information, stories, products, services and more. I want you to have the best of what's out there to make your life easier to save and invest consciously. 
I have many costs with running this website so sometimes when you download a free ebook or sign up for a product or service, I am earning a small fee from the company. Also there is paid advertising on the website and there are affiliate links in posts available. 
All of these -information, products, and services are offered with your best interests in mind. I don't post things that won't benefit you, my valued reader, no matter how much someone is willing to pay me. I stand by the everything that is here. That said, things change, and if I see something better for you, I will always let you know. Impermanence and change happens and I want to give you the very best that is available to help you increase your net worth, and I want the process to be easy, simple, and holistic. My views and opinions on this website are mine and I will share my 30 years plus of knowledge working with people just like you right here. 
I value my readers and subscribers and I want you to wholeheartedly trust the content that you find on WholeHeartedWay.com, www.mindfullifetools.com and Mindful Money Magazine.  Your feedback and successes are valuable to me and others so please share this resource with your family and friends. 
If you have any questions, or concerns, please contact me at fern@wholeheartedway.com.


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5% of all profits from this site are donated to Shambhala USA, a 501(c)(3) tax exempt organization EIN 84-063780.
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