Financial Coaching Agreement

The “What’s First?” Program

Please take a minute to read what is expected during the “What’s First?” coaching package. If you have any questions, don't hesitate to email Freelance Finance Coaching LLC (“Freelance Finance”) (lancehall@freelancefinancecoaching.com).

 

Freelance Finance's Commitment to You, the Client...

I promise to coach you with sound financial advice. Our sole purpose is in helping you, the client. 

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

 

Your Commitment to Freelance Finance...

  • I agree to pay Freelance Finance Coaching LLC for the “What’s First?” coaching program. The total price is $249, which is due prior to my coaching session.

  • I understand the "What's First?" coaching program includes the following: 2 hour discovery session, unlimited emails for a one week period, 3-month financial plan, and customized activities and workshops.

  • While there will be a lot of work up front, my program begins and ends the date of the 2 hour session.

  • I understand that attending the session is ultimately my responsibility. 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 Freelance Finance, for any reason, unused, paid coaching time has no cash value and will not be refunded.

 

Cancellation and Reschulding policy

I understand the cancellation & reschedule policy: If I call, text, or email to reschedule prior to within 48 hours of the next session and there's another opening during that same week (calendar M-S), the session may be rescheduled free of charge. If I attempt to reschedule within 48 hours of the next session, Freelance Finance reserves the right to cancel or reschedule the appointment for another week.

For any “no-shows” or cancellations within 24 hours of the session, I understand that Freelance Finance reserves the right to charge a “no-show” or late cancellation fee of $75.

 

Responsibility

  • I am solely responsible for my actions, choices, and decisions.

  • New Jersey 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 Freelance Finance, their agents, 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 Freelance Finance or otherwise resulting from the coaching relationship contemplated hereunder. 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.