Effective October 20, 2026. Last updated October 20, 2026.
The short version. Monthly plans and memberships renew until you cancel in PayPal, and you can cancel anytime. Fees are non-refundable once paid unless the law or a written agreement says otherwise. On the Free Until You Get Paid plan you pay no monthly fee, and instead pay a 10% commission on sales from customers we bring you. We never promise specific results. Beyond and Dominate are AI tools that give general guidance, not professional advice.
1. Who we are
Beyond Wealth is a marketing and business services company owned and operated by Ethan Mason, Salt Lake City, UT. "We," "us" and "Beyond Wealth" mean Beyond Wealth. "You" means the person or business using our website, app, courses, assistants or services.
2. Agreeing to these terms
By buying, signing up, checking an agreement box, or using our website, the Beyond Wealth app or The Boardroom, you agree to these Terms and our Privacy Policy. If you sign up for a business, you confirm you have authority to bind it. You must be at least 18. A signed proposal or written agreement for your business takes priority over these Terms where they differ.
3. Marketing services and plans
We offer done-for-you marketing such as lead generation, missed-call text-back and AI front desk, review requests, Google Business Profile and local SEO, social media, ad management, websites and strategy. What each plan includes is described on our website or in your proposal. We start work after payment and the onboarding details we need from you. Timelines are estimates and depend on your approvals and third-party platforms.
Ad spend is never included unless a written agreement says so. You pay ad platforms directly and you own your ad accounts, pages and data.
4. Free Until You Get Paid (performance plan)
This is a limited offer for a small number of businesses at a time. We may accept or decline any business.
How it works
$3.00 card check. You pay a one-time $3.00 through PayPal to claim a spot. It is credited to your first commission invoice and is otherwise non-refundable.
No monthly fee. While you are on this plan we set up and run the lead systems described on the offer page (for example missed-call text-back, lead follow-up texts, review requests and a Google Business Profile tune-up), plus Beyond and Dominate with $3.00 of Boardroom credits.
10% commission. You pay us 10% of the gross amount you collect from each Attributed Customer, for 12 months from the date that customer first contacted you through a Beyond Wealth channel. Sales tax, tips, refunds you actually issue and chargebacks you actually receive are excluded.
Attributed Customers
An Attributed Customer is anyone who first contacted you through a phone number, text line, form, landing page, ad, listing or profile that we set up or manage for you, or whose contact details we delivered to you as a lead. Customers who were already yours before they contacted you through our channels are not Attributed Customers.
Reporting and invoices
You agree to log each paid job from an Attributed Customer in the app (or tell us by text or email) within 7 days of being paid, with the amount collected.
We send a commission invoice through PayPal once a month. It is due within 15 days. If an invoice is overdue, we may pause services until it is paid.
We may ask for reasonable records (such as invoices or receipts for Attributed Customers) to confirm amounts. Under-reporting is a breach of these Terms, and amounts not reported remain owed.
Ending or switching
Either of us can end this plan with 14 days' notice by text or email. Commission still applies to payments you receive from Attributed Customers within 90 days after the plan ends, and to invoices already issued.
You can switch to a flat monthly plan at any time. From the switch date, new leads are not subject to commission.
When the plan ends, we remove our tracking and automations and return or transfer accounts that belong to you.
5. The Boardroom memberships and credits
The Boardroom gives you access to Beyond (an AI executive assistant) and Dominate (an AI competition and market strategist).
Credits. Each answer and each research report uses credits based on how much it costs us to run. Your plan shows how many credits it includes each month. Credits refill on the 1st of the month up to your plan's amount; unused credits do not carry over or stack.
Limits. When your credits run out, the assistants pause until your next refill, a top-up or an upgrade. Free and trial credits are a one-time amount and do not refill.
Top-ups. Credit top-ups are one-time purchases. They have no cash value, are not refundable, are not transferable, and expire if your account is closed or unused for 12 months.
Fair use. Memberships are for one business and its owner or team. Automated scraping, reselling access, or sharing an account outside your business is not allowed.
We may change which AI models power the assistants, and adjust credit costs with 30 days' notice for paid plans.
6. Courses and the Beyond Wealth app
When you buy a course, or a membership that includes courses, you get a limited, personal, non-transferable license to use the lessons for yourself and your business. Lifetime access means for as long as we offer the course and the app.
Courses are tied to your member account. Access codes are single-use and personal. Sharing, reselling or copying lessons, materials or codes may lead to access being revoked without a refund.
Courses included in a membership are available only while the membership is active.
Pay-in-3 plans charge 3 monthly payments through PayPal. Access starts after the first payment. If a payment fails and isn't fixed within 10 days, access may be paused until it is.
Lessons are for education. They are not legal, tax, financial or professional advice, and results depend on your effort and market.
7. Billing and renewals
Payments are processed by PayPal. We do not see or store your full card number.
Monthly plans and memberships renew automatically each month on the same date, at the price shown when you subscribed, until you cancel. Yearly plans are paid up front for 12 months.
Prices are in US dollars and do not include taxes, ad spend or third-party costs unless stated.
If a payment fails, PayPal may retry it. We may pause your plan or access until payment succeeds.
We will give at least 30 days' notice of any price change to a plan you're already on. You can cancel before it takes effect.
Discount codes apply only as stated, can't be combined unless stated, and have no cash value.
8. Cancelling
You can cancel any monthly plan or membership anytime in your PayPal account (Settings, then Automatic payments), or by texting 801-372-7928 or emailing beyondyourwealth@gmail.com. Cancelling stops future charges. You keep access through the end of the period you already paid for. There is no cancellation fee and no long-term contract unless a written agreement says otherwise.
9. Refunds
Because our services start right away and our digital products are delivered instantly, fees are non-refundable once paid, except where the law requires a refund or we agree in writing. This includes the $3.00 card check, partial months (we don't prorate), courses after access is given, credit top-ups, one-time services after work has started, and ad spend paid to platforms. If we end a service without cause before a prepaid period is over, we refund the unused part of that period. If something is wrong, contact us first; we'll do our best to make it right.
10. Payment disputes
Please contact us before opening a PayPal dispute or a chargeback so we can fix the problem quickly. While a dispute is open we may pause the related access or services. Filing a dispute for a charge you authorized and received may lead to account closure.
11. Your responsibilities
Give us accurate information, the access we need, and timely approvals. Content we send for approval that isn't answered within 3 business days may be treated as approved.
You are responsible for your products, services, prices, licenses, permits, insurance, and every claim you make to your customers.
You confirm you have the right to share any customer lists, photos, logos and content you give us, and that your customers agreed to be contacted where the law requires it.
Keep your login, devices and sign-in codes private. Tell us if you think someone else is using your account.
12. AI use and acceptable use
Beyond and Dominate are AI systems. Their answers can be wrong, out of date or incomplete, including research about competitors and markets. Check important facts, numbers and sources before you rely on them.
They give general business, marketing and wellness guidance only. They are not lawyers, accountants, financial advisors, doctors or therapists. For legal, tax, financial, medical or mental-health questions, talk to a licensed professional. In an emergency call 911; in the US you can call or text 988 for the Suicide & Crisis Lifeline.
You may not use our tools or services to create fake reviews, impersonate others, mislead customers, send spam or unwanted texts, harass anyone, infringe others' rights, collect people's private data, or break any law. We may refuse or remove any request or content that does.
Don't enter sensitive data you don't need to share, such as card numbers, passwords, government ID numbers or health records.
Research by Dominate uses publicly available information. You are responsible for how you use it.
13. Ownership
We own our website, app, The Boardroom, assistants, courses, templates, prompts, methods and brand. After you pay in full, you own the final deliverables we made specifically for you (such as your website content, ads and posts), except our pre-existing tools, code, templates and third-party assets, which you may keep using as part of those deliverables. You own your business data. AI answers generated for you are yours to use for your business. We may show work we did for you in our portfolio unless you ask us in writing not to.
14. Texts, email and notifications
You don't have to agree to marketing texts to buy anything. If you opt in, we may send up to 4 marketing texts a month, plus messages about your account and services. Message and data rates may apply. Reply STOP to opt out or HELP for help.
If you turn on push notifications, the Beyond Wealth app sends reminders at the times you choose. You can change the times or turn them off in the app or your device settings anytime.
Automations we set up for you (like missed-call text-back) send messages from your business. You are responsible for having your customers' consent where required.
15. No guaranteed results
Marketing results depend on many things we don't control, including your offer, pricing, service, market, competition, timing and third-party platforms. We do not promise any number of leads, customers, sales, rankings, reviews or income. Examples, estimates and calculators are illustrations, not promises.
16. Disclaimers and liability
Our services, app, courses and assistants are provided "as is" and "as available." To the fullest extent the law allows, we disclaim all implied warranties, including merchantability, fitness for a particular purpose and non-infringement. We are not responsible for outages or changes by third-party platforms such as Google, Meta, PayPal, phone carriers or AI providers.
To the fullest extent the law allows, we are not liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue or data. Our total liability for any claim is limited to the amount you paid us in the 3 months before the claim arose. Some places don't allow these limits, so they may not fully apply to you.
17. Indemnification
You agree to defend and cover Beyond Wealth for claims, losses and costs (including reasonable attorney fees) that come from your business, your products or services, materials you gave us, content you approved, your use of the assistants, or your breach of these Terms or the law.
18. Suspension and ending service
We may pause or end access to any service, account or offer if you break these Terms, don't pay, abuse a free offer or trial, file a dispute in bad faith, or put us or others at legal risk. You can stop using our services anytime. Sections that by their nature should survive (such as commission owed, payments, ownership, liability limits and disputes) survive after service ends.
19. Governing law and disputes
Utah law governs these Terms, without regard to conflict-of-law rules. Before filing a claim, each side agrees to try to resolve it informally for at least 30 days after written notice. Any lawsuit must be brought in the state or federal courts in Salt Lake County, Utah, except that either side may use small claims court where eligible. To the extent the law allows, claims must be brought individually, not as part of a class or representative action.
20. Changes and contact
We may update these Terms. We'll post the new version here with a new date, and for material changes to a paid plan we'll tell you by text or email at least 30 days ahead. Using our services after a change means you accept it. If any part of these Terms can't be enforced, the rest still applies. Not enforcing a term isn't a waiver.