TERMS OF SERVICE
Sona Investments, Inc. d/b/a Shawn Johanson
Effective Date: August 31, 2026
Please read these Website Terms of Service (“Terms”) and our Website Privacy Policy carefully before using https://www.shawnjohanson.com and/or https://www.sonainvestments.com, which, together with our email communications, we refer to, collectively, as our “Sites.” Sona Investments, Inc. and Sona Investments, Inc. d/b/a Shawn Johanson are collectively referred to in these Terms as “we,” “us,” “our,” or the “Company.” By accessing or using the Sites, you agree to be bound by our Terms. If you do not agree, you must not use our Sites.
These Terms constitute a legally binding contract that governs how you access, use, and interact with our Sites. Because these Terms are binding, and can affect your legal rights, it is important that you read them carefully. We may update these Terms from time to time by posting a new version that is accessible from the bottom of our homepage. The most current version will be available at https://www.shawnjohanson.com/termsofservice and https://www.sonainvestments.com/termsofservice and will govern our relationship with you. Please check frequently to make sure that you stay up to date on any changes.
IMPORTANT NOTICE: These Terms include important legally binding promises about how you and the Company will resolve Disputes (defined below). Please read these sections carefully as they could affect your legal rights. In particular:
You agree to follow our Informal Dispute Resolution process, described below, before you bring a claim in court or initiate arbitration. And we agree to do the same, provided we have a valid email address for you.
You agree that any Dispute between you and the Company will be subject to a MANDATORY INDIVIDUAL ARBITRATION AGREEMENT. This means that any Disputes between you and the Company will not be decided by a judge or a jury but, instead, will be decided in a private arbitration.
You agree that you will not try to sue the Company as part of a class action lawsuit. This is called a “CLASS ACTION WAIVER.”
It is important that you understand these Terms and how they might impact your rights. If you have any questions, please feel free to reach out to us via email at privacy@sonainvestments.com.
1. About Us
2. Eligibility
3. Application and Inquiry Forms
7. Copyright Protection & Notification Guidelines
8. Testimonials and Results Disclaimer
10. Disclaimer of Warranties
13. Dispute Resolution
14. Mandatory Individual Arbitration and Class Action Waiver Agreement
15. Modifications To These Terms
16. Miscellaneous
17. Contact
1. About Us
These Sites are owned and operated by Sona Investments, Inc., a Florida corporation. Our principal place of business is in the State of Florida. For questions, contact us at: privacy@sonainvestments.com.
The Sites serve as informational and inquiry portals. Investment opportunities, coaching, and speaking engagements are entered into through separate written agreements and invoiced independently.
2. Eligibility
By using our Sites, you represent that you are at least 18 years of age and have the legal capacity to enter into a binding agreement. Use by minors and individuals under 18 is not permitted. Use of the Sites is intended for business professionals, executives, entrepreneurs, corporate clients, and event organizers. The Sites are designed for use within the United States, only. If you use or access the Sites from outside the United States, you are responsible for complying with the laws and regulations of the relevant jurisdiction.
3. Application and Inquiry Forms
The Sites contain a coaching application form, a keynote speaking inquiry form, appointment request calendar, and a portal for investment applications. By submitting a form, inquiry, request, or application, you:
Represent that all information provided is accurate and complete;
Consent to being contacted by us via email regarding your submission;
Acknowledge that submission does not guarantee acceptance, engagement, or a response within any specific timeframe; and,
Understand that all engagement terms, fees, and conditions are addressed in a separate written agreement.
Submission of an application, form, inquiry, or request does not create a binding contract or guarantee of services or opportunity. We reserve the right to accept or decline any application, request, form, or inquiry at our sole discretion, without obligation to provide a reason. Of note, 1:1 coaching engagements are limited to six clients per year.
4. No Professional Advice
All content on the Sites — including, but not limited to testimonials, videos, coaching program descriptions, keynote information, personal narrative, the 25% Rule framework, and descriptions of investment opportunities — is provided for informational and educational purposes only. Nothing on the Sites constitute:
Legal, financial, tax, or investment advice
Medical, psychological, or therapeutic treatment
A guarantee of specific business, personal, or relationship outcomes.
By engaging and with our Sites and the services we offer, you acknowledge and agree that our educational and informational materials and our coaching and speaking services are not a substitute for professional advice, particularly regulated fields.
Results achieved by clients referenced or quoted on the Sites reflect their individual experience and are not a guarantee of similar results for other clients. Individual outcomes vary based on effort, commitment, circumstances, and other factors outside our control.
5. Inaccuracy Disclaimer
From time to time our Sites may contain typographical errors, inaccuracies, and omissions. These may relate to service descriptions, availability, results, and pricing, as well as content and advice provided. We reserve the right to correct any errors, inaccuracies, or omissions and to change or update information at any time without prior notice (including after you have made an appointment or submitted your application). While we make reasonable efforts to ensure the information we provide is accurate, we make no warranties about the accuracy and reliability of the information, data, or content on our Sites. We should not be responsible or liable for the accuracy, usefulness, or availability of any information transmitted or made availability on our Sites. The content on our Sites is provided for informational and educational purposes only and may be compiled from a variety of sources. See the “Disclaimer” section, below, for more details.
6. Intellectual Property
We own all content on the Sites, their entire content, features, and functionality — including, but not limited to text, frameworks, methodologies (such as The 25% Rule and the Three Shifts framework), program names, graphics, logos, video, audio, and Shawn Johanson’s name and likeness (“Site Content”). Our Site Content is proprietary and is the property of Sona Investments, Inc and is protected by applicable United States and international copyright trademark, patent, trade secret, and other intellectual property and property rights laws. No right, title, or interest in or to Site Content (including, but not limited to, the Sites as well as the content thereon) is transferred to you and we reserve all rights not expressly granted.
You may not:
Reproduce, distribute, or publicly display any Site Content without prior written permission;
Use Shawn Johanson’s name, likeness, or brand materials for any commercial purpose;
Modify or modify copies of any Site Content or delete any proprietary rights notice from copies of materials on our Sites; or,
Adapt, modify, or create derivative works from our content.
Limited personal, non-commercial use is permitted solely for the purpose of reviewing information about our services.
7. Copyright Protection & Notification Guidelines
We respect the intellectual property of others and ask you to do the same. If you believe that your work has been copied on our Sites in a way that constitutes copyright infringement, please let us know in accordance with the instructions below so that we can respond expeditiously (your “DMCA Notice”). Your DMCA Notice should include the information, below. We might also for additional information before we remove any allegedly infringing material.
A description of the copyrighted work or other intellectual property that you believe has been infringed;
A description of where that material is located on our Sites;
Your address, telephone number, and email address;
A statement that you believe, in good faith, that the use is not authorized by the copyright owner, its agent, or the law;
Your promise, made under penalty of perjury, that that the above information is accurate and that you are the copyright owner or authorized to act on the owner’s behalf;
An electronic or physical signature of the person authorized to act with regard to the intellectual property.
If we remove or disable access to content you provide, pursuant to a valid DMCA notice, we will notify you and you may provide us with a counter-notification, in writing, to our designated Copyright Agent. Your counter-notification must include all of the following information: your name, address, phone number, and signature; identification of subject material; the location at which the material had appeared; a statement from you under the penalty of perjury, that you have a good faith belief that the material was removed or disabled as a result of a mistake or misidentification of the material to be removed or disabled; and, your consent to the jurisdiction in the judicial district where your physically located, or if that is outside of the United States, for any judicial district in which we are located, and that you will accept service of process from the person who provided notification of allegedly infringing material or an agent of such person.
Our designated Copyright Agent, pursuant to 17 U.S.C. 512(c), is:
Shawn Johanson, Manager
Sona Investments, Inc.
7935 Airport Pulling Rd Suite 104-PMB 342
Naples, FL 34109
PHONE:651-401-7591
EMAIL: privacy@sonainvestments.com
8. Testimonials and Results Disclaimer
Client testimonials appearing on the Sites are shared with permission and reflect genuine individual experiences and individuals’ subjective, personal opinions. They are provided for illustrative purposes only. Each relationship and experience with the Company, including, but not limited to, investment opportunities, coaching services, and keynote speeches, is unique and will vary from person to person. Certain testimonials may be provided by past recipients of free services or individuals with a familial relationship to persons in Company leadership. The Company does not otherwise provide incentives or compensation in exchange for client testimonials. Past results do not guarantee future outcomes. We make no representations that any specific result is typical, likely, or assured.
9. Third-Party Links
The Sites may contain links to third-party websites for convenience or reference, only. When you access a third-party link through our Sites, you may be providing your information to that third party. The third party’s policies will control how it will use, store, or disclose the information you provide. We have no control over the contents of third-party sites or resources and accept no responsibility for such sites or for any loss or damage that may arise from your use of them. We do not vouch for the truthfulness, accuracy, quality, security, or completeness of the content, services, links displayed and/or any other activities conducted on or through such third-party sites. We also do not warrant that such sites or content are free from claims of copyright or other infringement or that such sites or content are devoid of viruses or other malicious code. The links may not function properly, and we make no warranties or promises that any link will bring you to the site you intended. You are responsible for confirming the identity and authenticity of any website you visit online. If you decide to access any of the third-party websites linked to our Sites, you do so entirely at your own risk and subject to the terms and conditions of use for such websites. Accessing linked sites is at your own risk.
YOU AGREE THAT THE COMPANY WILL NOT, UNDER ANY CIRCUMSTANCES, BE RESPONSIBLE OR LIABLE, DIRECTLY OR INDIRECTLY, FOR ANY SERVICES, INFORMATION, RESOURCES, AND/OR CONTENT AVAILABLE ON OR THROUGH ANY THIRD PARTY SITES AND/OR THIRD PARTY DEALINGS OR COMMUNICATIONS, OR FOR ANY HARM RELATED THERETO, OR FOR ANY DAMAGES OR LOSS CAUSED OR ALLEGED TO BE CAUSED BY OR IN CONNECTION WITH YOUR USE OR RELIANCE ON THE CONTENT OR BUSINESS PRACTICES OF ANY THIRD PARTY.
10. Disclaimer of Warranties
THE SITES AND THEIR CONTENT ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SITES WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.
YOU AGREE THAT THE SERVICES YOU RECEIVE MAY VARY FROM THOSE DISPLAYED ON THE SITES DUE TO A NUMBER OF FACTORS, INCLUDING, WITHOUT LIMITATION, SYSTEM CAPABILITIES AND CONSTRAINTS OF YOUR COMPUTER AND THE AVAILABILITY AND VARIABILITY OF SERVICES. THE SITES MAY CONTAIN INFORMATION ABOUT SERVICES THAT ARE NOT AVAILABLE IN EVERY LOCATION. A REFERENCE TO A SERVICE ON THE SITES DOES NOT IMPLY OR GUARANTEE THAT IT IS OR WILL BE AVAILABLE IN YOUR LOCATION OR AT THE TIME YOU SCHEDULE AN APPOINTMENT OR MAKE A REQUEST.
11. Limitation of Liability
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, SONA INVESTMENTS, INC. (INCLUDING SONA INVESTMENTS, INC. D/B/A SHAWN JOHANSON), ITS MEMBERS, OFFICERS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF THE SITES OR SERVICES, EVEN IF ADVISED OF THE POSSIBILITY
OF SUCH DAMAGES. IN ADDITION, YOU ACKNOWLEDGE AND AGREE THAT THE COMPANY HAS NO DUTY TO UPDATE THE SITES, OR THE CONTENT THEREOF, AND THE COMPANY SHALL NOT BE LIABLE FOR ANY FAILURE TO UPDATE SUCH INFORMATION.
THESE EXCLUSIONS OR LIMITATIONS WILL APPLY REGARDLESS OF (1) LEGAL THEORY; (2) WHETHER OR NOT THE CLAIM arises from theSE TERMS, ANY OTHER PART OF THE AGREEMENT, your use of OUR SiteS, or any of the Content or other materials located on, accessed through or downloaded from THE SiteS; (3) WHETHER OR NOT we knew or should have known about the possibility of such damages; or, (4) WHETHER OR NOT the limited remedies provided in this section fail of their essential purpose. Because no fees are paid through the Sites, our total liability to you for any claim arising from your use of the Sites shall not exceed the greater of (a) the total amount, if any, you actually paid us in the three (3) months preceding the claim, or (b) one hundred U.S. dollars ($100).
12. Indemnification
You agree to indemnify, defend, and hold harmless Sona Investments, Inc. (including Sona Investments, Inc. d/b/a Shawn Johanson) and its members, officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to your use of the Sites, your submission of any application or form, or your violation of these Terms.
13. Dispute Resolution
Informal Dispute Resolution. If a dispute or disagreement arises between you and the Company, before filing a claim or arbitration, you and the Company will try in good faith to reach an informal resolution. To start the dispute process, you must send an individualized Notice of Dispute to us privacy@sonainvestments.comthat includes your name, phone number, email address and a description of the dispute or disagreement and how you’d like it resolved. If the Company has a dispute or disagreement with you, we will send a Notice of Dispute with the same information to the email address we have on file for you; but, if we do not have a valid email address for you, we may proceed to formalized dispute resolution. Once a complete Notice of Dispute has been received, the recipient has 60 days to investigate the claims. If either side requests a settlement conference during this period, then you and the Company must cooperate to schedule that meeting by phone or videoconference. You and the Company may each bring counsel, but the conference must be individualized, even if the same attorney(s) or law firm(s) represent multiple parties. For the claims in the Notice of Dispute, any statute of limitations will be tolled from the date the notice is received until the earlier of (i) 60 days, or (ii) after a timely requested settlement conference is completed (“Informal Resolution Period”). An arbitration cannot be filed until the Informal Resolution Period has ended, and a court can enjoin the filing or prosecution of an arbitration in breach of this Section.
Judicial Forum for Disputes. You and the Company agree to submit to the exclusive jurisdiction of the state and federal courts of the State of Florida, USA, subject to the mandatory, individual arbitration provisions, below. Both you and the Company consent to venue and personal jurisdiction in such courts. This paragraph does not apply in jurisdictions that give consumers the right to bring claims in local courts.
Controlling Law. Any claim, Dispute, or other matter arising under or in connection with our Sites or these Terms shall be governed by and construed in accordance with the laws of the State of Florida, the Federal Arbitration Act, and applicable U.S. federal law, without giving effect to any choice or conflict of law provision or rule (whether of Florida or any other jurisdiction), except to the extent local law is mandatory for consumers. Foreign laws do not apply.
The foregoing provisions, under “Dispute Resolution,” will continue to apply even if you validly opt out of the mandatory individual arbitration and class action waiver provision.
14. Mandatory Individual Arbitration and Class Action Waiver Agreement
PLEASE READ THIS SECTION CAREFULLY. YOU ARE AGREEING TO RESOLVE ALL DISPUTES BETWEEN YOU AND THE COMPANY THROUGH BINDING INDIVIDUAL ARBITRATION, WHICH INCLUDES A CLASS ACTION AND JURY WAIVER.
Arbitration is a form of private dispute resolution that replaces the right to go to court. By consenting to a mandatory individual arbitration and class action waiver provision, you agree that you will not file a lawsuit, have your Dispute (defined below) heard by a judge or jury, represent a class, or join a class as a member. Without this provision, you might have the right or opportunity to bring claims in a court, before a judge or jury, and/or to participate in or be represented in a case filed in court by others (including, but not limited to, class actions). There is no judge or jury in arbitration, and court review of an arbitration award is limited. You have the right to opt out of this provision, and we explain how you can do that below. If you opt out validly, you retain your right to litigate your Disputes in a court.
We both agree to arbitrate our claims. You and the Company agree to resolve any claims relating to or arising from these Terms and our Sites, including but not limited to all data, services, uses, representations, and content offered, scheduled, accessed, transmitted, purchased, made or listed through the Sites (“Disputes”) through final, binding, and individual arbitration by a single arbitrator, unless you fall under one of the exceptions that are described below. This includes, but is not limited to, Disputes arising out of or relating to this mandatory individual arbitration provision and threshold questions of whether or not the Dispute can be arbitrated.
NO CLASS ACTIONS. You and the Company agree that each of us may bring Disputes against the other only on an individual basis. We each may only seek or obtain
individualized relief and, except as provided in the section below regarding “Batch Arbitration,” Disputes between us cannot be decided, arbitrated, or consolidated with those of any another person or entity. This means that you, and the Company, are not allowed to bring or participate in class actions, collective actions, consolidated actions, representative actions, class arbitrations, or private attorney general actions each other (and we each waive any right we have to bring such claims). If there is a final decision (after exhaustion of all appeals) that any part of this “NO CLASS ACTIONS” section is unenforceable as to a particular claim or request for relief, then that particular claim or request, only, may be severed from the arbitration and litigated in court, but only after the arbitrator issues an award on the arbitrable claims and remedies. The arbitrator does not have the power to modify this provision.
Arbitration Procedures. To initiate arbitration, either you or the Company must first complete the Informal Dispute Process, wait until the Informal Dispute Resolution Period has end, and then must file an arbitration demand with the American Arbitration Association (“AAA”). You must serve the Company with your arbitration demand to the following address by mail:
Sona Investments, Inc.
7935 Airport Pulling Rd Suite 104-PMB 342
Naples, FL 34109
If the Company has a Dispute with you, we will send an arbitration demand to the email we have on file for you.
The arbitration will be conducted in English by a single arbitrator. Unless otherwise agreed by the parties or ordered by the arbitrator, (1) if the amount in controversy for an individual claim is less than $25,000, there will be no telephonic or in-person only and the arbitration will be conducted as “documents-only”, even if the “Batch Arbitration” section, below, applies; and, (2) if the amount in controversy is $25,000 or more, the arbitration will be held by videoconference and there will be no in-person hearing. If, notwithstanding this provision, an in-person hearing is required, it will be held in the county where you live or, in the case of Batch Arbitration, in Collier County, Florida.
The Arbitration will be administered by the American Arbitration Association (AAA) in accordance with its Consumer Arbitration Rules, as modified by these Terms. But if you are using the Sites as a business, and the claims exceed $75,000, the AAA’s Commercial Arbitration Rules will apply, as modified by these Terms. The arbitrator shall impose governing law, including the statute of limitations and other time-based defenses, and offers of judgment/compromise. Counsel must comply with Federal Rule of Procedure 11(b), and the arbitrator may impose any sanctions available under the AAA Rules, Rule 11, or other applicable law.
All issues shall be for the arbitrator, except that a court has exclusive authority to decide issues related to the arbitrability of a Dispute, the enforceability of any part of the Sections of these Terms labeled “Dispute resolution” and “Mandatory Individual Arbitration and Class Action Waiver Agreement”, including compliance with the Informal Dispute Resolution process.
Arbitration fees. Unless otherwise stated in these Terms, AAA rules and fee schedules will control the payment of all filing, case-management, administrative, hearing, and arbitrator fees (“Arbitration Fees”).
Arbitration award. Except in a Batch Arbitration, described below, the arbitrator can award damages and other relief only in favor of the individual claimant, only to the extent necessary to provide relief warranted by the claimant’s individual claims, and will not have the power
to award relief to, against or for the benefit of any person who is not a party to the proceeding. The arbitrator will make any award in writing but need not provide a statement of reasons unless requested by a party or if required by applicable law. The arbitrator will not be bound by decisions in other arbitrations, and the award is final and binding on you and the Company, except for any right of appeal as provided by the FAA or applicable law. Judgment on the award may be entered in any court with jurisdiction for purposes of enforcement.
Batch arbitration. If twenty-five (25) or more claimants submit Notices of Dispute or file arbitrations raising similar claims within a 120-day period (i.e., with the same or similar facts or events and legal issues) and are represented by the same or coordinated counsel, the Disputes must be arbitrated in batches of up to one hundred (100) claimants each (“Batch”). Upon notice from either side, the AAA shall group the claimants into: (1) a single Batch (if there are 25-100 claimants), or (2) Batches of one hundred (100) claimants each, with a smaller, final Batch consisting of any remaining claimants (if there are more than hundred (100) claimants). The AAA shall thereafter provide for the resolution of each Batch as a single consolidated arbitration with a single arbitrator appointed by the AAA, one set of Arbitration Fees, and (if the arbitration is not documents-only) one hearing per Batch to be held by videoconference (or in a place decided by the arbitrator). The parties will cooperate in good faith to implement this process and minimize the time and costs of arbitration and agree that the AAA Mass Arbitration Supplementary Rules shall apply, except as provided in this Section. Any challenges to administrative determinations by AAA shall be heard by a single process arbitrator. If this “Batch Arbitration” section is deemed unenforceable as to a particular claimant or Batch, then it shall be severed as to that claimant or Batch, and those parties shall arbitrate in individual proceedings.
Exceptions to this provision. This mandatory individual arbitration agreement does not apply to: (1) qualifying claims brought in small-claims court or (2) a lawsuit for injunctive relief to stop unauthorized use of the Sites or infringement on intellectual property rights.
You may opt out of this Mandatory Individual Arbitration and Class Action Waiver Agreement. If you are a new user of our Sites, and you do not consent to the Mandatory Individual Arbitration and Class Action Waiver Agreement, you can opt out within 30 days after the date on which you first access our Sites and accept these Terms. To opt out, you must timely send a written notification to privacy@sonainvestments.comor timely mail your written notification to the address below. Your decision to opt out of this provision will have no adverse effect on your relationship with the Company.
Sona Investments, Inc.
7935 Airport Pulling Rd Suite 104-PMB 342
Naples, FL 34109
Your written notification must include your name, the email address associated with your account, and that you want to opt out of the mandatory, individual arbitration agreement.
Any opt out request received after the deadline is not valid and you must pursue your Dispute in arbitration or small claims court.
15. Modifications to These Terms
We reserve the right to update or modify these Terms at any time. You agree that we may provide updates, notices, and disclosures about any changes or amendments to these Terms, as well as other information about our Sites electronically, including on our Sites, via social media, or by sending an email to the address we have on file for you. You understand and agree that each of these methods of notice, on their own, are sufficient. Your continued use of the Sites following any changes constitutes your acceptance of the revised Terms.
16. Miscellaneous
Governing language. Any translation of these Terms is done for local requirements and in the event of a despite between the English and the non-English version, the English version of these Terms shall govern.
Continuation. This provision shall survive the termination of the Sites and your relationship with the Company, our subsidiaries, and affiliates.
Entire agreement. These Terms are the entire agreement between you and the Company with respect to the current subject matter and supersedes and replaces all prior or contemporaneous understandings or agreements, written or oral, applicable to the same subject matter (including, but not limited to, any prior versions of these Terms).
Severability. If for any reason a court of competent jurisdiction finds any provision or portion of these Terms to be unenforceable, the remainder will continue in full force and effect.
Under these circumstances, an enforceable term shall be substituted that most closely reflects our original intent.
Waiver. If we fail to enforce any portion of these Terms, that is not a waiver of our right to do so. Any waiver of any provision of these Terms will be effective only if in writing and signed by our authorized representative.
17. Contact
For questions about these Terms, please email us at: privacy@sonainvestments.com.