VIP Intensive Agreement

Explanation of Services

Welcome to the Personal Money Coaching VIP Intensive!  Tailor-Made Budgets is a financial coaching service which provides budget solutions to individuals and families.  We help you find balance in life by customizing plans that achieve your short and long term financial goals.  Tailor-Made Budgets will maintain the highest degree of confidentiality of our clients’ records, conversations, and written materials.  I am delighted that you have chosen to work with me as your financial coach for your VIP Intensive.

Client Agrees to:

By enrolling in this program, you (“Client”) have retained Tailor-Made Budgets, (“Coach”) to proceed with a single coaching session (Mini Money Makeover), and agree to the terms and conditions as set forth in this Agreement.  
Financial Coaching:   $1200 for a 3 hour coaching session and 30 minute phone follow-up

For the focus of the VIP day you can choose 3 of the following focus areas for discussion and strategy:

·       Budget and cash flow creation

·       Debt reduction strategy

·       2 year personalized baby steps

·       Retirement savings forecast

·       Credit report analysis

·       Home purchase options

This is a 3 hour coaching session plus a 30 minute phone follow-up. The VIP Intensive Homework must be completed 24 hours prior to the appointment and sent to Ericka@tailormadebudgets.com.

The Coaching Process

At your coaching session, together with you:  We will focus on budget creation and cash flow planning. 
As to the information, documents and materials we ask you to provide in advance:  These must be received in our office one full business day in advance of your scheduled appointment. 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 after the term has expired:  You may schedule additional coaching and coaching sessions for an additional fee which will be determined based your situation and your desired result.  

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.  

Disclaimer:  These budgeting services are not a guarantee of successful goal achievement.  Many of the ideas and solutions presented by Tailor-Made Budgets are recommendations and supportive coaching advice to help create positive decision-making in personal finances.  Achieving financial change in each situation is highly dependent upon the individual actions that must be taken as a result of having a well-defined plan.

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.

To enroll for the VIP Intensive and accept these terms, please click the button below.
 

 
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