Terms of Service

Service description

Make the Leap provides online self-assessment tools that identify behavioral patterns and generate personalized insights across career, financial, and personal development domains. Products include Career Leap, Money Leap, Freedom Leap, First Leap, Leap Up, and Life Leap. Each includes a free assessment with basic results and optional paid products (Briefs/Playbooks, Roadmaps, Strategy Sessions, and AI coaching) with deeper analysis.

Payments and refunds

Paid reports and programs are digital products delivered instantly upon purchase. All payments are processed securely through Stripe.

We offer a 14-day money-back guarantee on all paid products, provided you've engaged with the material. See our full Refund Policy for details.

Important disclaimer

Make the Leap is a personal development and financial education tool. It is not therapy, counseling, medical advice, or a substitute for professional mental health care.

The assessments and reports are designed to provide self-awareness and insight. They are not diagnostic tools and should not be used to make medical or legal decisions.

If you are experiencing a mental health crisis, please contact a licensed professional or call the 988 Suicide & Crisis Lifeline (call or text 988).

Financial information disclaimer

Money Leap and all associated products (Money Playbook, Money Roadmap, Strategy Session, AI Money Coach) provide financial education and self-awareness tools only. They are not financial advice, investment advice, tax advice, or legal advice.

Make the Leap is not a registered investment advisor (RIA), broker-dealer, financial planner, or fiduciary. We do not manage money, recommend specific securities, or provide personalized investment recommendations. The “money moves” generated by our assessments are educational starting points based on general financial principles applied to your self-reported data — they are not a financial plan.

All financial projections, net worth estimates, savings calculations, and income projections are illustrative estimates based on general assumptions (including a 7% average annual market return where applicable). Your actual results will vary based on your specific circumstances, market conditions, tax situation, and the actions you take. Past performance does not guarantee future results.

References to financial products, account types (401(k), IRA, Roth IRA, HSA), or investment funds (including ticker symbols and expense ratios) are for educational purposes only and do not constitute a recommendation to buy, sell, or hold any specific security or financial product.

Before making significant financial decisions — including investing, changing retirement contributions, restructuring debt, purchasing insurance, or forming a business entity — consult with a qualified professional: a Certified Financial Planner (CFP), Certified Public Accountant (CPA), licensed financial advisor, or attorney who can review your complete financial picture.

AI-generated content

Assessment results, career paths, money moves, resistance pattern analyses, reports, roadmaps, and program content are generated using artificial intelligence (including models from Anthropic, OpenAI, and Google). While we design our prompts carefully and review outputs for quality, AI-generated content may contain inaccuracies, and results should be treated as informational starting points rather than definitive professional advice.

Income projections, financial projections, and net worth estimates are AI-generated calculations based on your self-reported data and general market assumptions. They do not account for your complete financial picture, tax situation, or individual circumstances. Actual outcomes will vary.

The AI Money Coach provides conversational financial education. It does not have access to your actual accounts, real-time market data, or tax records. Its responses are based solely on your assessment answers and general financial knowledge.

Intellectual property

All content on Make the Leap - including the assessment questions, resistance pattern framework, report templates, and website design - is the intellectual property of Make the Leap. You may not reproduce, distribute, or create derivative works from our content without written permission.

Your content

The answers you provide during the assessment remain yours. We use them solely to generate your results and report. By using the service, you grant us permission to process your answers for this purpose.

Data retention

Free assessment results are accessible for 7 days via your unique link. Paid product content is retained for ongoing access. You may request deletion of your data at any time by contacting hello@maketheleap.co.

Limitation of liability

Make the Leap is provided “as is” without warranties of any kind, express or implied. We make no guarantees about specific outcomes, career results, income levels, investment returns, financial results, or personal development progress from using our assessments, reports, roadmaps, coaching, or programs. Your use of the service and any financial decisions you make based on our content are at your own discretion and risk.

To the maximum extent permitted by law, Make the Leap and its owner shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the service. Our total liability for any claim related to the service shall not exceed the amount you paid for the specific product giving rise to the claim.

Contact

Questions about these terms? Reach out: hello@maketheleap.co