AdvisorPath™ Terms & Conditions

Quarterly Plans
Annual Plans
Quarterly Plans
- No long-term commitment
- Subscription fees are charged quarterly beginning the day you sign up.
- You have 30 days to cancel your subscription for a full refund; after 30 days, you can cancel any time without penalty but will not be refunded prior payments.
- Subscriber understands that all AdvisorPath subscribers receive the same content each month.
- Content may be used as-is or edited per the subscriber’s discretion; Left Field Insights is not responsible for edited content.
- Subscriber takes full responsibility for all AdvisorPath content once posted.
- Subscriber may not redistribute or resell AdvisorPath content without permission.
Annual Plans
- One-year commitment; subscription renews annually unless cancelled in advance.
- Locked-in pricing for life (i.e., your annual subscription fee will never increase).
- Your annual subscription fee will be charged in full the day you sign up.
- You have 30 days to cancel your subscription for a full refund; after 30 days, you must cancel before your subscription renews to prevent future charges.
- Subscriber understands that all AdvisorPath subscribers receive the same content each month.
- Content may be used as-is or edited per the subscriber’s discretion; Left Field Insights is not responsible for edited content.
- Subscriber takes full responsibility for all AdvisorPath content once posted.
- Subscriber may not redistribute or resell AdvisorPath content without permission.
Lauren took the initiative to lay out an ongoing marketing and communications plan for me and has kept me on track towards my goals for over a year now. I no longer worry that I’m not doing enough marketing or that I’m not communicating enough with my clients. Her background in financial services is a huge plus as she understands the RIA industry very well. Adding Lauren to my team has been a very smart decision for me, and I’m looking forward to many years of this partnership.
Cathy Curtis, CFP® Founder, Curtis Financial Planning