Maintenance Money Coaching Agreement
Welcome to Maintenance Money Coaching! I am delighted that you have chosen to continue working with me as your financial coach. Getting out of debt, saving for your future, and simply managing your financial life can be a lot to handle on your own. You don’t have to do this by yourself. With Maintenance Money Coaching, I help you navigate the financial moves you need to successfully continue your financial progress without stress.
Here’s what you can expect from me:
1. Financial coaching and advice over the phone or via video conferencing once per month for 1 hour.
2. Unlimited email access throughout each month of coaching with responses within 24 business hours.
3. Monthly budget and debt reduction updates.
4. Annual access to Advizr.com
Here’s what I expect from you:
1. Updates in Advizr.com for all monthly transactions.
2. Execution of the budget plan as designed together.
3. Relevant financial reports, documents, info as needed.
Client Agrees to:
By enrolling in the Maintenance Coaching Program, you (“Client”) have retained Tailor-Made Budgets, (“Coach”) to proceed with the requested budget coaching, and agree to the terms and conditions as set forth in this Agreement. Once the enrollment is processed, you agree to complete all sessions and agree to honor payments in full.
Coaching paid monthly: $200/month paid by debit for a 12 month agreement.
The Coaching Process
At each coaching session, together with you: I 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 days’ notice; 3) I do not offer a money-back guarantee. If within 30 days of your initial session you believe the services promised were not delivered, I will stop any further fees. However no funds already paid will be returned. 4) You agree to finish what you start. Budgeting requires consistency so completion of all of your sessions is critical. Once the enrollment is completed, you agree to complete all sessions and agree to honor payments in full.
As to the information, documents and materials I ask you to provide in advance: These must be received in my office one full business day 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 after the initial term has expired: You may re-enroll in Maintenance Money Coaching for an additional term.
My confidentiality policy is this: I will keep completely confidential all matters discussed, facts revealed, and the nature and content of all documents you have provided to me or that we generate. I will reveal such matters only upon receipt of a written authorization and clear, verifiable instructions from you telling me exactly what I 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.
I can, and do, promise you this: I will tell you what I believe you need to hear; I will offer a plan with clear direction; I won’t give up on you, and I will be available to you.
I 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 me when you need additional advice and direction.
By completing the enrollment below, Tailor-Made Budgets is hereby authorized to charge the entered debit card in the amount of $200 per month for coaching services.