This Payment and Refund Policy governs all payments made to Cornerstone Heritage Holdings and is incorporated into all service agreements, proposals, invoices, and engagements.
Client acknowledges that Cornerstone Heritage Holdings delivers value through a comprehensive suite of professional services that require the allocation of internal resources, personnel, time, and operational capacity. These services include:
Accordingly, all payments made to Cornerstone Heritage Holdings are considered earned upon receipt and are not subject to reversal, except where explicitly stated in this Policy or within a signed written agreement.
All invoices, retainers, deposits, and service fees issued by Cornerstone Heritage Holdings are due as outlined in the applicable agreement or invoice. They represent a commitment by the client to engage Cornerstone Heritage Holdings' time, resources, and expertise, and trigger immediate allocation of internal resources upon payment.
All initial payments, including but not limited to deposits, onboarding fees, setup fees, and strategic planning retainers, are final and fully earned upon receipt. These payments compensate Cornerstone Heritage Holdings for:
These payments are not eligible for cancellation, reversal, or reimbursement once received.
For all custom services, including but not limited to consulting engagements, website and digital infrastructure development, operational system design, workforce and staffing solutions, and facility and janitorial service coordination, client understands that work begins upon payment or execution of agreement and deliverables are developed based on agreed scope and specifications.
Value is delivered progressively throughout the engagement. As such, payments for scope-based services are final once work has commenced and are not subject to refund based on:
For recurring services, including monthly retainers, management agreements, or support services, fees are billed in advance of each service period. Payments are final for the applicable billing cycle, and no prorated reimbursements will be issued for partial use, non-use, or early termination within a billing period.
Cancellation of ongoing services must be submitted in writing and must comply with the notice period outlined in the governing agreement, typically 7–30 days. Services will continue through the end of the active billing cycle following proper notice.
Cornerstone Heritage Holdings may, at its sole and absolute discretion, consider a partial adjustment or credit under the following limited conditions:
Client acknowledges that service outcomes are dependent upon timely communication, provision of accurate information and materials, adherence to timelines and approvals, and active participation in the engagement.
Cornerstone Heritage Holdings shall not be held responsible for perceived underperformance resulting from client delay, inaction, or failure to execute recommended strategies. Under such circumstances, payments remain final and enforceable.
Clients agree to address any concerns directly with Cornerstone Heritage Holdings prior to initiating a dispute with a financial institution. We encourage open communication and are committed to resolving legitimate concerns professionally.
Unauthorized payment reversals or chargebacks constitute a material breach of agreement, may result in immediate suspension or termination of services, and may lead to recovery actions including collections and legal enforcement. The client remains responsible for all fees, costs, and damages incurred as a result of such actions.
In the unlikely event that Cornerstone Heritage Holdings is unable to fulfill its contractual obligations due to internal limitations, Cornerstone Heritage Holdings may, at its discretion, provide a proportional service credit or issue a partial reimbursement based on unperformed services.
This provision applies strictly to failure on the part of Cornerstone Heritage Holdings and does not extend to client-related issues or external factors beyond our control.
Cornerstone Heritage Holdings shall not be held liable for delays or inability to perform due to circumstances beyond its control, including but not limited to acts of God, government actions, natural disasters, labor disruptions, or technology failures. Under such conditions, payments remain valid and enforceable, and services will resume when reasonably possible.
By submitting payment, executing an agreement, or engaging Cornerstone Heritage Holdings' services, the client affirms that they have read and understood this Policy, accept all terms and conditions outlined herein, and acknowledge that payments are earned, final, and not subject to reversal.
Cornerstone Heritage Holdings operates on execution, allocation, and results. When we commit resources to a client, we move decisively, deploy infrastructure, and build with intention. Our policy reflects that standard — The Standard of Clean ®
Cornerstone Heritage Holdings · Dallas Fort Worth, TX · (817) 686-8303