$3,000.00 USD

Personal Finance Coaching Agreement

1. Services Provided

The Coach agrees to provide personal finance coaching services to the Client, which may include guidance on budgeting, saving, and general financial management (the "Services"). These Services are intended to support and educate the Client in their personal financial journey.

2. Session Details

  • Session Length: Each coaching session will be 45 minutes.
  • Frequency: Sessions will be held weekly or as otherwise agreed upon.
  • Format: Sessions will be conducted online.

3. Fees and Payment

  • Fee: The Client agrees to pay the Coach $1,500.00 USD for a package of 12 sessions.
  • Payment Terms: Payment is due upon booking.
  • Cancellation Policy: Cancellations made less than 24 hours before a scheduled session will result in a forfeit of the scheduled session.

4. Disclaimer and Limitation of Liability

  • Non-Investment Advice: The Client acknowledges and agrees that the Coach's advice and recommendations are general in nature and are not intended as investment advice, financial planning, or professional financial guidance. The Coach does not hold any licenses or certifications in investment advisory services.

  • No Guarantee of Results: The Coach does not guarantee any specific financial results or outcomes from the coaching sessions. The Client’s success in managing their finances will depend on various factors, including the Client’s commitment to implementing the advice and recommendations provided.

  • Limitation of Liability: The Coach is not liable for any decisions made or actions taken by the Client based on the information provided during coaching sessions. The Client agrees to hold the Coach harmless from any claims, damages, or liabilities arising from or related to the coaching services.

5. Confidentiality

Both parties agree to maintain the confidentiality of all personal and financial information shared during the coaching sessions. This confidentiality obligation extends beyond the termination of this Agreement.

6. Termination

Either party may terminate this Agreement with 7 days of written notice. Upon termination, the Client will pay for any outstanding sessions or fees due.

7. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the state of Indiana, without regard to its conflict of laws principles.

8. Entire Agreement

This Agreement constitutes the entire agreement between the parties and supersedes all prior agreements and understandings, whether written or oral, related to the subject matter of this Agreement.

IN WITNESS WHEREOF, the parties hereto have executed this Personal Finance Coaching Agreement as of the date first above written.

12-week private coaching package

Let's create more money and meaning in your wealthy life. 

What you'll get:

  • 1:1 Coaching sessions tailored to your goals/needs
  • Private communication between sessions using Slack 
  • Group support as needed

[ Slack communication 2x/week. Coaching session cancellations require 24 hour advance notice]