Financial Coaching Agreement
This Agreement is entered into by and between Dylan L. Ross (Coach), owner of dylanlross.com, and you (Client), whereby Coach agrees to provide Financial Coaching Services for Client.

Please use an email address that is unique to you (i.e not a shared email address). For couples, each person should submit an agreement.

Email address *
Client Name *
Your answer
Services and Fees
Coach agrees to provide the Client with personal financial coaching during 60-minute financial coaching sessions conducted via video chat or telephone. Client will pay Coach $140 at the conclusion of each session.
Coaching Relationship
Financial Coaching is a collaborative, educational process to evaluate the current financial situation of Client and educate on how to meet financial goals, including recommendations for specific courses of action. Client is solely responsible for creating and implementing Client's own financial, physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the coaching relationship. As such, the Client agrees that: the Coach is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the Coach.

CLIENT FURTHER AGREES THAT FINANCIAL COACHING IS NOT A GUARANTEE OR PROMISE OF FINANCIAL IMPROVEMENT, INCREASE IN WEALTH, OR AVOIDANCE OF FINANCIAL LOSS, AND FINANCIAL COACHING IS NOT THERAPY, ACCOUNTING, TAX ADVICE, LEGAL ADVICE, OR INVESTMENT ADVICE.

Appointments
Financial coaching sessions are by appointment only and subject to availability. It is Client's responsibility to schedule appointments or notify Coach if Client is unable to to find adequate scheduling availability. Client agrees to honor all scheduled appointment times. Sessions are conducted over the telephone or over a web video chat service including, but not limited to, Skype or Google Hangouts. It is Client's responsibility to select the method of communication and initiate the call or web chat with Coach.

Client agrees that IT IS THE CLIENT'S RESPONSIBILITY TO NOTIFY COACH OF A CANCELLATION AT LEAST 24 HOURS IN ADVANCE OF THE SCHEDULED SESSION. COACH RESERVES THE RIGHT TO BILL CLIENT FOR A MISSED MEETING. Coach will attempt in good faith to reschedule the missed meeting.

Code of Ethics
Coach agrees to maintain the ethics and standards of behavior established by the Association of Financial Counseling and Planning Education (AFCPE) found at https://afcpe.org/resource-center/professional-standards/code-of-ethics. It is recommended that the Client review the ethical standard of the AFCPE Code of Ethics.
Privacy and Confidentiality
Coach agrees not to disclose any information pertaining to the Client without the Client’s written consent, unless otherwise compelled by law. This provision survives the termination of this agreement. Client understands that Coach-Client communications are not subject to the protection of any legally recognized privilege.
Limitation of Liability
EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT, THE COACH MAKES NO GUARANTEES, REPRESENTATIONS OR WARRANTIES OF ANY KIND OR NATURE, EXPRESS OR IMPLIED WITH RESPECT TO THE COACHING SERVICES NEGOTIATED, AGREED UPON AND RENDERED. IN NO EVENT SHALL THE COACH BE LIABLE TO THE CLIENT FOR ANY INDIRECT, CONSEQUENTIAL OR SPECIAL DAMAGES.

NOTWITHSTANDING ANY DAMAGES THAT THE CLIENT MAY INCUR, THE COACH’S ENTIRE LIABILITY UNDER THIS AGREEMENT, AND THE CLIENT’S EXCLUSIVE REMEDY, SHALL BE LIMITED TO THE AMOUNT ACTUALLY PAID BY THE CLIENT TO THE COACH UNDER THIS AGREEMENT FOR ALL COACHING SERVICES RENDERED THROUGH AND INCLUDING THE TERMINATION DATE.

Miscellaneous
Either party may terminate this Agreement at any time and for any reason by notifying the other.

This Agreement constitutes the entire understanding and agreement of the parties, and any and all prior agreements, understandings, and representations are hereby terminated and canceled in their entirety and are of no further force and effect.

If any provision of this Agreement is deemed illegal or unenforceable, that provision is severed from the Agreement and the other provisions remain in force.

This Agreement shall be governed, construed, and enforced in accordance with the laws of the State of New Jersey.

Acknowledge and Agree
Client has read and understands the the terms of this agreement, and that by electronically signing this agreement, it will be treated as if signed in ink on paper.
Client Statement *
Required
Type Your Full Name to Electronically Sign *
Your answer
A copy of your responses will be emailed to the address you provided.
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