At the initial one hour coaching session, together with you: We will work diligently to understand and evaluate your current budget, goals, and resources; begin developing a strategy to meet and exceed your goals; and recommend specific courses of action we believe you should take.
All coaching will be subject to these general policies: 1) If you are married, both spouses must commit to, and take part in, all scheduled coaching sessions. 2) Appointments may be rescheduled upon one full business day’s notice; 3) We do not offer a money-back guarantee. If you work, the service will work.
As to the information, documents and materials we ask you to provide in advance: These must be received in our office two full business days in advance of your scheduled appointment. If any requested materials, documents or information is not submitted within that time frame, we may reschedule your coaching session. You assume all responsibility for providing accurate and complete materials, documentation, and facts upon which our coaching may be based.
If you want additional coaching: You may schedule additional coaching and coaching sessions for an additional fee as listed above.
Our confidentiality policy is this: We will keep completely confidential all matters discussed, facts revealed, and the nature and content of all documents you have provided to us or that 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. If you are married, both spouses must sign the authorization and instructions.
Our only disclaimer is this: Coaching and coaching is designed to give you accurate and authoritative information with the regard to the subject matter covered. It is provided with the understanding that the financial coach is not engage 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 services.
We can, and do, promise you this: We will tell you what we believe you need to hear; we will offer a plan with clear direction; we won’t give up on you, and we will be available to you.
We expect, and assume, this promise from you: That you will come prepared to make the sacrifices necessary to succeed; do what you need to do in order to understand the plan and recommendation; take full responsibility for your plan and its implementation; take the action required to meet your goals; and contact us when you need additional advice and direction.
For your initial fee of $177, you will receive: A coaching session one hour in length; and reasonable spot e-mail and telephone contacts during a one month period following our session.
For your initial fee of $407, you will receive: Three separate one hour coaching sessions; and reasonable spot e-mail and telephone contacts during a one month period following our session.
For your initial fee of $1507, you will receive: Twelve separate one hour coaching sessions; and reasonable spot e-mail and telephone contacts during a one month period following our session.
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