Monthly Coaching Agreement with Terms & Conditions

MONTHLY COACHING PROGRAM AGREEMENT

MY COMMITMENT TO YOU...

I promise to coach you with integrity and keep your best interests first and foremost. My sole purpose is to help you, the client make informed, logical decisions concerning your finances.

I promise to refer you to someone trustworthy to advise you on matters beyond my scope of practice.

I promise to honor your complete privacy. I will not share what we discuss with any other person without your specific and written permission first.

Please take a minute to read what is expected of my clients during the 4-month coaching package. You must agree to each expectation. If you have any questions, don't hesitate to call or email.

YOUR COMMITMENT TO CLARITY FINANCIAL COACHING...*

My communication is crucial to the success of our meetings. I will be truthful and transparent with my thoughts, ideas, dreams, goals, and challenges.I will commit time each week to better managing my money. I will conquer homework assignments, projects, tasks or other work outside of meetings with a gusto!I will show-up to each appointment. “Showing-up” involves being prepared with an updated budget and completed homework or prep work. It means having an open-mind, willingness to learn and positive & honest communication with your Coach.

PAYMENT AND SCHEDULING*

I agree to pay Fiscal Fitness Phoenix, Inc for the 4-month Coaching Program. The total price is $2,752 with a payment option of $688/month OR pay-in-full of $2,476.80 (10% discount). I can choose either the 1st or the 15th of the month for this recurring charge.I understand The Foundation + Goals Program includes the following: My Ultimate Financial Power Plan created for me ahead of time, 4 weekly One-on-One Coaching Sessions over the initial 4 weeks, 6 bi-weekly One-on-One Coaching Sessions over the following 3 months, Unlimited phone calls (office number only) and emails, Access to the Fiscal Fitness Budget for life, and Access to the Let's Get Fiscal private Facebook group.While there will be a lot of work up front, my program begins the date of my first session, will continue weekly for 4 weeks and then bi-weekly sessions (6 appointments) for 3 months following.While there will be a lot of work up front, my program begins the date of my first session, will continue weekly for 4 weeks and then bi-weekly sessions (6 appointments) for 3 months following.I understand that scheduling all the sessions during my program are ultimately my responsibility. I have the option of pre-scheduling all of these, scheduling them online, calling or emailing the office to get scheduled or using my time with my coach to schedule them. Any unused coaching time or sessions not used within the allotted time frame will be forfeited (no one wants this!)I understand that refunds are not offered on coaching packages. Should I decide to end my package early or terminate my package with Fiscal Fitness Phoenix, Inc for any reason, unused, paid coaching time has no cash value and will not be refunded.

CANCELLATION AND RESCHEDULING*

I understand the cancellation & reschedule policy: If I call to reschedule and there's another opening during that same week (calendar M-F), no harm done. It was an opening and it's likely I was meeting that week due to a paycheck or another reason so all sessions remain on track. (These are available on a first come, first serve basis so if there are no openings that fit your schedule, the appointment is forfeited. The longer you wait to call or the closer it gets to your appointment, the less likely there will be an opening so call in advance!)I'm allowed one cancellation in a given year, known as my Get-Out-of-Jail-Free cardI understand I have options such as doing the meeting over phone or web conference, which is often times better than cancelling or skipping the appointment altogether.

RESPONSIBILITY*

I am solely responsible for my actions, choices, and decisions.Connecticut is the governing state for this agreement. A party's failure or neglect to enforce any of its rights under this agreement will not be deemed to be a waiver of that or any other of its rights.I hereby release, waive, acquit and forever discharge Lynne Marie Gavrilis and Clarity Financial Coaching their agents, coaches, successors, assigns, personal representatives, executors, heirs and employees from every claim, suit, action, demand or right to compensation for damages I may claim to have or that I may have arising out of actions, omissions, or commissions taken by myself or by my coach as a result of advice given by Lynne Marie Gavrilis or otherwise resulting from the coaching relationship contemplated here under. I further declare and represent that no promise, inducement or agreement not herein expressed has been made to me to enter into this release. The release made pursuant to this paragraph shall bind my heirs, executors, personal representatives, successors, assigns and agents.

Total

Name*

First NameLast Name

Phone Number*

Area CodePhone Number

Email*

example@example.com

Signature*

Thank You

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