Billing Policies

100% payment due before work begins. No exceptions. This is not negotiable and it is a client filter — the right clients will not balk.

Month 2 begins only after Month 1 invoice is settled.

100% at signing. Work begins only after payment clears.

Net 15. If a client requires Net 30, the monthly rate adjusts 5% upward.

If a client completed a standalone Situation Assessment within the prior 60 days and the situation findings remain substantially valid, the SA fee is credited toward Month 1 of the retainer. Month 1 is priced at the SA fee already paid plus a top-up of $1,000–$7,000 to reach the full Month 1 retainer amount, depending on where the monthly rate is set for that engagement. Months 2 and 3 are billed at the full monthly rate.

If more than 60 days have passed or the situation has materially changed, Month 1 is billed at the full monthly retainer rate and includes a fresh Situation Assessment.

All fees are non-refundable. Given the nature of advisory work — where value is delivered through access, time, and judgment — no refunds are issued once an engagement begins or a payment has cleared.

Off Record Strategy does not provide legal, financial, investment, or medical advice. Nothing in any engagement constitutes professional advice in those domains. Clients should consult licensed professionals for matters requiring that expertise.

All decisions made by the Client are solely their responsibility. ORS provides advisory perspective and analytical support. The Client retains full authority and accountability for any actions taken based on that perspective.

Off Record Strategy is not liable for any business or personal outcomes resulting from an engagement. Advisory work does not guarantee specific results. The Consultant's liability is limited to the fees paid for the engagement in which any issue arises.

Any dispute arising out of or related to an engagement must be submitted to confidential mediation before either party initiates legal action. Both parties agree to participate in good faith.

This agreement is governed by the laws of the State of Washington, USA, without regard to its conflict of law provisions.

Client agrees to indemnify, defend, and hold harmless Off Record Strategy and its principal from any claims, damages, losses, or expenses — including reasonable legal fees — arising out of or related to the Client's use of advisory services or breach of these terms.