Terms of Service
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.
You are asked to complete preliminary paperwork to better prepare your coach. We ask that these forms be filled out to the very best of your knowledge and ability prior to your scheduled appointment. You assume all responsibility for providing accurate and complete materials, documentation, and facts upon which our coaching may be based
If you need to reschedule your session for any reason, please give us at least 24-hour advance notice.
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.
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.
Pricing
Coaching
Sessions
$100
/per Coaching Session
Initial session up to 90 minutes.
Each additional session up to 60 minutes.
Coaching Session Bundle #1
$275
/3 coaching sessions
Initial session up to 90 minutes.
Each additional session up to 60 minutes.
Upfront payment required.
Coaching Session Bundle #2
$500
/6 coaching sessions
Initial session up to 90 minutes.
Each additional session up to 60 minutes.
Upfront payment required.
Recommended coaching sessions for success is 6, 4 weeks apart. (With follow-up weekly emails as needed) Based on a clients’ individual financial circumstances more coaching sessions may be recommended. All coaching agreements are open contracts and can be canceled at anytime with limitations.
