Client Liability Waiver Form:

Name

First NameLast Name

Email

example@example.com

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number

Area CodePhone Number

Disclaimer
Financial Coach Responsibility. I aim to accurately represent the information provided on this website, blog, e-mails, programs and services. The client is acknowledging that they are participating voluntarily in using our website or blog or in any of our e-mails, programs, services and that the client alone is solely and personally responsible for their own results. The client acknowledges that they take full responsibility for their own finances and well-being, as well as the finances and well-being of your family and children (born and unborn, as applicable), and all decisions now or in the future.

No Guarantees. My role as a coach is to support and assist the client in reaching their own financial goals, but their success depends primarily on their own effort, motivation, commitment and follow-through. The coach cannot and does not guarantee that the client will attain any particular result, and the client accepts the risk that results differ by each individual. Each client’s financial success depends on his or her background, dedication, desire, and motivation. As with any coaching services, results may vary, and will be based on many variables, including but not limited to, the client’s individual capacity, life experience, unique health and genetic profile, starting point, expertise, and level of commitment.

Investments: My role as a coach is to educate clients on how to start and manage their own investments, and I do not make any specific recommendations to any specific investments. My focus is on educating the client on general asset allocation and how to manage risk by diversification. The client is liable for the final investment decisions made. With any investments, there are risks involved, which could include losing all the client’s capital. The client acknowledges that in taking part in these risks they release the financial coach from any liability for any investment decisions made. The coach does not manage investments and firmly believes that clients should take charge of their finances including managing their own investments.

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