Refund Policy

Final copy pending — last updated for FEAT-055 launch.

We want you to feel confident about your purchase. Here's how refunds work for the PHASE Into Retirement assessment.

The short version

If you haven't started the assessment, you can request a full refund within 14 days of purchase. Once you've started or completed the assessment, the purchase is final.

How it works

• Haven't started yet? Email support@purposenext.com within 14 days of purchase. We'll process a full refund and revoke your access.
• Started but not finished?The assessment is yours to complete on your own time — no refund once you've begun, but your access remains active for the full 12-month window.
• Completed and got your report? The purchase is final.

Disputes and chargebacks

If something feels off, please reach out by email first — we respond quickly and prefer to resolve things directly. If a dispute is filed with your card issuer, we'll cooperate fully with the bank's investigation.

Questions?

Email support@purposenext.com and we'll get back to you within one business day.