Personal Financial Coaching Agreement

Personal Financial Coaching Agreement

by Coach Dan
Thank you for making us a part of your financial plan. We look forward to serving your needs and ask that you carefully review the information below to help guide our relationship.

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    Coaching Services

    We assume the responsibility of understanding and evaluating your current needs, goals and resources in order to develop a strategy to meet your objectives. However, in order to make your plan work, we expect that you will come prepared to take the steps necessary to succeed, take full responsibility for your plan and its implementation and contact us when you need additional advice and direction. Additionally, you are responsible for providing accurate and complete materials, documentation and facts upon which our coaching may be based.


    Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. We are not authorized to render legal, accounting or other professional advice. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting or investment service.

    Confidentiality Policy

    We will keep completely confidential all matters discussed, facts revealed, and the nature and content of all documents you provide to us or we generate. We will reveal such matters only upon receipt of a written authorization and clear, verifiable instructions from you telling us exactly what we may reveal.

    Scheduling Appointments

    To schedule an appointment, call or email us. We understand that your time and resources are extremely valuable so we ask that you honor your scheduled appointment time. If you need to reschedule, just let us know so we can reschedule. Appointments can be conducted in our office, over the phone or via video conference.If you need to reschedule your session for any reason, please give us at least 24 hours’ advance notice.

    Spousal Participation

    If you are married, both spouses must participate and commit to all scheduled coaching sessions. If your spouse is not available for an appointment, we will reschedule.

    Refund Policy

    We do not offer refunds for our coaching services as we are a fee-for-time service. We promise you will get out of the coaching session what you put into it.
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