Financial Coaching Agreement
This agreement contains important information about my professional services and business policies. Although these documents are long and sometimes complex, it is very important that you understand them. When you sign this document, it will also represent an agreement between me (Dylan L. Ross or Coach), and you (Client). We can discuss any questions you have before you sign them or at any time in the future.
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.
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Client couples are jointly be considered to be the "Client" under this agreement. Each participating member of the couple must submit a Financial Coaching Agreement, naming the other member of the couple in this section. Coach will adhere to a "No Secrets" policy, meaning no information will be withheld from one or the other participating member of the couple. Enter the full name of your "Other" below to indicate your ongoing consent to the No Secrets policy, or select "Not Applicable" if you are the only participating Client.
Not Applicable (I am the only participating Client)
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 $155 at the conclusion of each session, subject to the Client Satisfaction Policy (below).
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 has the absolute right to accept, decline, or make a counteroffer to any coaching request. 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 ACKNOWLEDGES THAT FINANCIAL COACHING DOES NOT INVOLVE THE DIAGNOSIS OR TREATMENT OF MENTAL DISORDERS AND THAT COACHING IS NOT TO BE USED AS A SUBSTITUTE FOR MENTAL HEALTH COUNSELING, PSYCHOTHERAPY, OR PSYCHOANALYSIS, AND THAT IT IS CLIENT’S EXCLUSIVE RESPONSIBILITY TO SEEK SUCH INDEPENDENT PROFESSIONAL GUIDANCE AS NEEDED.
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, ACCOUNTING, TAX ADVICE, LEGAL ADVICE, OR INVESTMENT ADVICE.
Standards of Practice and Code of Ethics
Coach adheres to the Standards of Practice and Code of Ethics established by the Association of Financial Counseling and Planning Education (AFCPE) found at
. It is recommended that the Client review the ethical standard of the AFCPE Standards of Practice and Code of Ethics.
Privacy and Confidentiality
Coach agrees not to disclose any information pertaining to the Client without the Client’s written consent, unless disclosure is in the best interest of Client, is required for the welfare of others, or is required by law. When disclosure is required, only information that is essential is revealed, and Client is informed of such disclosure. 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.
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 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, Zoom, or Google Hangouts. It is Client's responsibility to select the method of communication and initiate the call or join the scheduled web meeting 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.
Client Satisfaction Policy
If for any reason, Client is not satisfied with the quality of their first financial coaching session and says so during or upon conclusion of the first financial coaching session, Coach agrees that no fee will be due, and Client agrees not to request services from Coach in the future, thereby terminating this Agreement and ending the Coach-Client relationship.
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.
Either party may terminate this Agreement at any time and for any reason by notifying the other. This Agreement will automatically terminate 18 months following the most recent coaching session. To schedule a coaching appointment after 18 months of inactivity, Client must sign a new agreement.
Notifications to Coach shall be made to
. Notifications to Client shall be made to the email address provided in this Agreement.
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 Maryland.
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.
I have read, understand, and agree to the terms of this agreement.
Type Your Full Name to Electronically Sign
A copy of your responses will be emailed to the address you provided.
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