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Terms and Conditions

Effective Date: July 14, 2026
Last Updated: July 14, 2026


These Terms and Conditions (“Terms”) govern your use of the website operated by Woo Consulting Group LLC d/b/a CastlePath Advisory (“CastlePath,” “we,” “our,” or “us”). CastlePath Advisory is based in the State of Tennessee. By accessing or using this website, downloading resources, submitting a form, booking a call, or communicating with CastlePath Advisory, you agree to these Terms. If you do not agree, you should not use this website.


1. Website Purpose

CastlePath Advisory provides business consulting, federal contracting readiness support, research, proposal-support guidance, capability development, and strategic advisory services for small businesses, veteran-owned firms, and growth-stage contractors.


The information on this website is provided for general informational and educational purposes only. Website content does not create a client relationship, consulting engagement, legal relationship, or binding obligation unless a separate written agreement is signed by both parties.


2. No Guaranteed Outcomes

CastlePath Advisory does not guarantee:

  • Federal contract awards
  • Certification approvals
  • Agency decisions
  • Proposal selections
  • Revenue outcomes
  • Business growth results
  • Teaming agreements
  • Subcontract awards
  • Government registrations or approvals
  • Any specific procurement, certification, or business result


All services are advisory in nature and are based on professional time, research, preparation, strategy, and agreed deliverables. Client results depend on many factors outside CastlePath Advisory’s control.


3. No Legal, Tax, Accounting, or Lobbying Advice

CastlePath Advisory does not provide legal, tax, accounting, financial, investment, lobbying, or formal regulatory advice.


Nothing on this website should be interpreted as legal advice, tax advice, accounting advice, financial advice, or a substitute for professional counsel. Clients and website visitors should consult qualified attorneys, CPAs, financial advisors, or other licensed professionals when appropriate.


CastlePath Advisory does not represent clients before government agencies as legal counsel, lobbyist, accountant, or official agent unless expressly agreed in writing and legally permitted.


4. Client Responsibility

Clients and website users are responsible for:

  • Reviewing all information before submission
  • Ensuring all business information is accurate and complete
  • Verifying official government requirements
  • Making final business decisions
  • Approving final documents, proposals, certifications, pricing, representations, and submissions
  • Maintaining access to official accounts and portals
  • Complying with applicable laws, regulations, solicitation requirements, and agency instructions


CastlePath Advisory may provide guidance, templates, research, drafts, and recommendations, but the client remains responsible for final review, approval, and submission of all materials.


5. Website Resources and Downloads

Any guides, checklists, templates, articles, FAQs, or other downloadable materials provided on this website are for general informational purposes only.


These resources are not customized advice unless provided under a separate client agreement. CastlePath Advisory may update, remove, revise, or replace resources at any time without notice.

Users may download and use free resources for their own internal business evaluation, but may not resell, redistribute, copy, rebrand, or commercially exploit CastlePath materials without written permission.


6. Intellectual Property

All website content, branding, logos, text, graphics, templates, guides, checklists, frameworks, service descriptions, resources, and materials are owned by CastlePath Advisory, Woo Consulting Group LLC, or their respective licensors unless otherwise stated.


You may not copy, reproduce, modify, distribute, sell, publish, display, or create derivative works from CastlePath Advisory materials without prior written permission.


Limited permission is granted to view, print, or download website materials for personal or internal business evaluation only.


7. Use of Website

You agree not to use this website to:

  • Violate any law or regulation
  • Submit false, misleading, unlawful, or infringing information
  • Interfere with website security or functionality
  • Attempt unauthorized access to systems or accounts
  • Upload malicious code, spam, or harmful content
  • Copy or scrape website content for commercial use
  • Misrepresent your identity, company, eligibility, certifications, or qualifications


CastlePath Advisory may restrict access to the website or services if misuse is suspected.


8. Third-Party Links and Resources

This website may link to third-party websites, including government websites, business resources, social media platforms, scheduling tools, payment processors, or partner resources.


CastlePath Advisory does not control and is not responsible for third-party websites, content, policies, accuracy, security, or availability. Links are provided for convenience only and do not imply endorsement.


Users should verify all official requirements through the applicable government agency or authoritative source.


9. Payment, Services, and Engagements

Submitting a form, booking a call, or downloading a resource does not create a paid engagement.

Paid services require a written proposal, statement of work, invoice, engagement letter, or client service agreement accepted by CastlePath Advisory and the client.


Service scope, deliverables, timelines, fees, payment terms, refund terms, confidentiality obligations, and cancellation rights will be governed by the applicable written agreement.


10. Refunds and Cancellations

Because CastlePath Advisory provides customized consulting, research, preparation, strategy, and deliverables, payments are generally non-refundable once work has begun.


Any refund, credit, cancellation, or adjustment will be reviewed in good faith and handled according to the applicable proposal, scope of work, invoice, or client agreement.


CastlePath Advisory does not issue refunds based on failure to obtain a contract award, certification approval, agency decision, proposal selection, revenue outcome, or other result outside CastlePath Advisory’s control.


11. Confidentiality

CastlePath Advisory respects the confidentiality of client information. However, information submitted through general website forms may not be encrypted or suitable for highly sensitive material.

Do not submit classified information, export-controlled information, controlled unclassified information, proprietary third-party information, protected health information, financial account credentials, Social Security numbers, or other highly sensitive information through website forms.

For active clients, confidentiality obligations will be governed by the applicable client agreement.


12. Privacy

Use of this website is also governed by our Privacy Policy. By using this website, you acknowledge that CastlePath Advisory may collect and use information as described in the Privacy Policy.


13. Disclaimer of Warranties

This website and its content are provided on an “as is” and “as available” basis.

CastlePath Advisory makes no warranties or representations regarding the accuracy, completeness, reliability, availability, or suitability of website content for any particular purpose.

We do not warrant that the website will be uninterrupted, error-free, secure, or free of harmful components.


14. Limitation of Liability

To the fullest extent permitted by law, CastlePath Advisory, Woo Consulting Group LLC, and their owners, officers, employees, contractors, affiliates, and representatives will not be liable for indirect, incidental, consequential, special, exemplary, punitive, or lost-profit damages arising from or related to use of this website, reliance on website content, downloaded resources, third-party links, or general informational materials.


This limitation does not apply where prohibited by law.


15. Indemnification

You agree to indemnify and hold harmless CastlePath Advisory, Woo Consulting Group LLC, and their owners, officers, employees, contractors, affiliates, and representatives from claims, damages, losses, liabilities, costs, and expenses arising from:

  • Your use or misuse of the website
  • Your violation of these Terms
  • Your submission of inaccurate, unlawful, or misleading information
  • Your infringement of third-party rights
  • Your violation of applicable laws, regulations, procurement rules, or agency requirements


16. Governing Law and Venue

These Terms are governed by the laws of the State of Tennessee, without regard to conflict-of-law principles.


Any dispute arising from or related to these Terms, the website, or general website use shall be handled in the state or federal courts located in Tennessee, unless otherwise required by applicable law or agreed in a separate written client agreement.


17. Changes to These Terms

CastlePath Advisory may update these Terms at any time. Updated Terms will be posted on this page with a revised “Last Updated” date. Your continued use of the website after updates are posted means you accept the revised Terms.


18. Contact Us

For questions about these Terms and Conditions, contact:

CastlePath Advisory
Woo Consulting Group LLC d/b/a CastlePath Advisory
State of Tennessee
Email: james@castlepathadvisory.com
Website: castlepathadvisory.com

Return and Refund Policy

Effective Date: July 14, 2026
Last Updated: July 14, 2026


CastlePath Advisory is operated by Woo Consulting Group LLC d/b/a CastlePath Advisory (“CastlePath,” “we,” “our,” or “us”). CastlePath Advisory provides professional consulting, advisory, research, strategy, readiness, and proposal-support services. Because our services involve customized work, dedicated time, preparation, analysis, and client-specific deliverables, our refund policy is structured to protect both the client and CastlePath Advisory.


1. No Physical Product Returns

CastlePath Advisory does not sell physical products through this website. Because our services are advisory and service-based, traditional product returns do not apply.


2. Customized Consulting Services

CastlePath Advisory services may include federal readiness assessments, discovery packages, certification and capability positioning, opportunity research, capture support, proposal compliance support, monthly advisory retainers, templates, reports, strategy calls, client-specific research, and custom deliverables.

Once work has begun, payments are generally non-refundable because CastlePath has already committed professional time, resources, research, preparation, and advisory support to the engagement.


3. Refunds Before Work Begins

If a client cancels an engagement before work has started, CastlePath Advisory may, at its discretion, issue a partial refund less any payment processing fees, administrative costs, scheduling time, document review, preparation, or other work already performed.


Refund eligibility will depend on the timing of cancellation and whether CastlePath has begun preparing for or performing the service.


4. Refunds After Work Begins

Fees paid for completed work, scheduled consulting time, discovery calls, research, analysis, report preparation, capability statement development, proposal support, opportunity review, certification-readiness support, or other custom deliverables are non-refundable.


If a client cancels after work has begun but before the full engagement is completed, CastlePath Advisory may review whether any unearned portion of the fee remains. Any refund, credit, or adjustment will be determined in good faith based on the scope of work, time incurred, deliverables prepared, and services completed through the cancellation date.


5. Monthly Retainers

Monthly advisory retainers are billed in advance and are non-refundable once the billing period begins.

Retainer fees reserve CastlePath Advisory’s availability, advisory support, planning time, and client service capacity for that billing period. Unused time, missed meetings, delayed client responses, or unused support during a billing period do not automatically roll over or qualify for a refund unless specifically agreed in writing.


Clients may cancel future monthly retainer services by providing written notice before the next billing cycle, subject to the terms of the applicable client agreement.


6. No Refunds Based on Outcomes

CastlePath Advisory does not guarantee federal contract awards, certification approvals, agency decisions, proposal selections, teaming agreements, subcontract awards, revenue outcomes, or specific business results.


Refunds will not be issued because a client does not receive a contract award, certification approval, agency response, proposal selection, business opportunity, revenue result, or other outcome outside CastlePath Advisory’s control.


CastlePath Advisory fees are based on professional time, advisory services, research, preparation, strategy, and agreed deliverables — not guaranteed outcomes.


7. Client Responsibilities

Clients are responsible for providing timely, accurate, complete, and truthful information needed for CastlePath Advisory to perform the requested services.

Client delays, missed meetings, incomplete information, failure to provide requested documents, changes in business direction, missed government deadlines, loss of portal access, or a decision not to proceed with an opportunity do not automatically qualify for a refund.


8. Service Credits or Adjustments

In limited circumstances, CastlePath Advisory may offer a service credit, revised timeline, adjusted scope, or other resolution instead of a refund. Any credit or adjustment is offered solely at CastlePath Advisory’s discretion and must be confirmed in writing.


9. How to Request a Refund Review

Refund requests must be submitted in writing to:

james@castlepathadvisory.com


The request should include:

  • Client name
  • Company name
  • Service purchased
  • Date of purchase or engagement
  • Reason for the request
  • Any relevant supporting information


CastlePath Advisory will review refund requests in good faith and respond within a reasonable timeframe.


10. Payment Disputes and Chargebacks

Clients agree to contact CastlePath Advisory directly at james@castlepathadvisory.com before initiating a payment dispute or chargeback.

If a chargeback is filed for services that were authorized, performed, scheduled, or delivered, CastlePath Advisory reserves the right to provide documentation of the engagement, scope of work, communications, deliverables, invoices, and this policy to the payment processor or financial institution.


11. Client Agreement Controls

If a signed proposal, statement of work, invoice, or client service agreement contains refund, cancellation, payment, or termination terms that differ from this website policy, the signed agreement will control for that specific engagement.


12. Contact

For questions about this Returns & Refund Policy, contact:


CastlePath Advisory
Woo Consulting Group LLC d/b/a CastlePath Advisory
State of Tennessee
Email: james@castlepathadvisory.com
Website: castlepathadvisory.com

Copyright © 2026 CastlePath Advisory - All Rights Reserved.

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