Refund and Returns Policy

Last updated: June 2026

The Retirement Roadmap Workbook is a physical, print-on-demand book. Each copy is printed and shipped individually after your order is placed. Because of this, we are not able to accept returns for buyer’s remorse or change of mind. Please read this policy before purchasing.

Damaged or Defective Copies

If your copy arrives damaged, defective, or with a printing error, we will replace it or refund your purchase in full. No return shipment required.

To request a replacement or refund, email us at hello@settoretire.com within 14 days of receiving your order. Include your order number and a photo of the damage or defect. We will respond within 2 business days.

Pre-Order Cancellations

If you placed a pre-order and your book has not yet shipped, you may cancel for a full refund. Email hello@settoretire.com with your order number and we will process the cancellation promptly.

Once a pre-order has shipped, the standard policy above applies.

All Other Sales

All sales are final outside of the situations described above. Because each copy is printed to order, we are not able to accept returns for reasons other than damage or defect.

If you have a question about whether the workbook is right for you before purchasing, email us at hello@settoretire.com and we are happy to help.

Refund Processing

Approved refunds are returned to the original payment method within 5 to 10 business days, depending on your bank or card issuer.

Questions? Contact us.

hello@settoretire.com

Senior Media Group LLC  |  San Antonio, Texas