4 Step Money Coaching Client Agreement

Client Name(s)*

First NameLast Name

Email*

example@example.com

I/We known as the Client(s), hereby retain and employ New Direction Financial Strategies, LLC, to provide Money Coaching.

Please read the expectations of each of us during this process, and remember that you may always call or email with questions before completing.

Money Coaching process is a very powerful and transformative experience based on the work of Deborah Price. Through this process you will come to better understand your money patterns, behaviors and beliefs that may be barriers to your experience of a more fulfilling and prosperous life. Our intention is to help facilitate positive change through helping you discover and express your full potential, personally and financially.

We promise to coach you with sound financial information, strategies and support as you as a “financial thought” partner. Our sole purpose is to support you, our client, not to sell products or manage assets.

We promise not to sell, share or discuss any of your information or what we discuss with anyone without your specific written permission. Your privacy is sacred to us.

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I/We understand that my/our communication and transparency is key to the success of our time and I/we agree to pay all fees and costs incurred.I/We will commit time each week to manage my money better. I understand that this includes engaging and completing tasks, homework, and projects assigned to be worked on outside our meetings with enthusiasm.I/We will show-up prepared for each meeting. This means having a prepared budget, completed homework, assignments, or prep work. This also means having an open-mind, a willingness to learn & participate, as well as having positive & honest communication with your coach.

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I/We agree to pay for the”4 step Money Coaching Process” fee upfront before or when we schedule our first session. The total price is $700.I/We understand that this is not therapy or psychological counseling, and that feeling or emotions may arise during the process.I/We understand that the “4 step Money Coaching Process” commitment includes

4 virtual sessions - one a week for 1-1.5 hours (1 or 2 additional may be required as this is based on a money history that is unique to you). Additionally, I/we understand that this is a high-level “general” schedule to set baseline expectations and that Dates and time frames will fluctuate based on when Homework is received and meeting availability, however the timeframe is typically 4 weeks.
The process involves reading the first 3 chapters of Money Magic by Deborah Price that will be provided via PDF.
Completing the Money Quiz online on-line (if this has not already been done in the last 60 days).
You will be assigned a Google Drive folder to upload homework assignments.
Homework exercises that are to be completed and uploaded to your personal Google Drive link at least 48 hours before our scheduled meeting.
I will also upload your homework assignment to complete for our upcoming session here as well (within 24 hrs. of our session ending).

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I/We understand that while there are weekly pre-meeting assignments, my program begins the date I receive my Welcome Email with session pre-work/homework and will continue for no more than 6 weeks due to rescheduling. This is only fair to the other clients that are keeping their commitments. *I/We will provide a minimum of 24 hour notice for meeting cancellations, as I/we understand there is a level of respect for each-other's time. (Of course emergencies are understood!)I/We understand that scheduling all appointments during my program are ultimately my responsibility and not that of my coach. I have the options of pre-scheduling all of these by calling or emailing to get scheduled, using the online schedule link (as applicable) or using my time with my coach to schedule them. Any unused coaching time or sessions not used within the allotted time frame will be forfeited. (No one wants this!)*I/We understand that refunds are not offered on coaching packages. Should I decide to end my package early or terminate with New Direction Financial Strategies LLC for any reason, unused, paid coaching time has no cash value and will not be refunded.

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I/We understand the cancellation & rescheduling policy. If I call, or check online to re-schedule and there’s another opening that same week or the following 2 weeks (calendar M-F), no harm done. These are available on a first come first serve basis, so if there are no openings that fit your schedule, the appointment is forfeited. If Client re-schedulings cause us to exceed the 6 week program limit, the program is ended. The longer you wait to cancel or the closer it gets to your appointment the less likely there will be an opening within 2 weeks, so call in advance!I/We are allowed to extend up to a total of 6 weeks in duration from program beginning (date session Welcome email with pre-work sent) to end due to cancellations in a given program -- think of this as your “Get out of jail free card”.I/We understand that if I/we repeatedly book and cancel appointments using the online calendar, making it difficult for other clients to schedule, I/we will receive 1 warning, and my/our program will be cancelled without a refund if it happens again.I/We understand that there are options in how we conduct the meetings. They may be over the phone or via web-conference – the former is typically a better option when cancelling or skipping the appointment all together.

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I/We are solely responsible for our actions, choices and decisions. This includes, but is not limited to scheduling appointments, pre-work, homework and follow-up."Arizona is the governing state of 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/We understand that Michelle Buonincontri, A.K.A. Michelle Petrowski, and New Directions Financial Strategies, LLC DOES NOT PROVIDE LEGAL, TAX, FINANCIAL or INVESTMENT ADVICE. Although information provided is financial in nature, it is for educational purposes ONLY and should not be construed or relied upon as legal, tax, financial or investment advice. Individuals seeking legal, tax, or investment advice should solicit and retain the counsel of competent professionals knowledgeable in that area of study and for that purpose.I/We hereby release, waive, acquit and forever discharge Michelle Buonincontri, A.K.A. Michelle Petrowski, and New Directions Financial Strategies LLC, their agents, coaches, successors, assignees, 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 rising out of actions, omissions, or commissions taken by myself or my coach as a result of advice or information given by Michelle Buonincontri, A.K.A. Michelle Petrowski, and New Directions Financial Strategies LLC 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, assignees, and agents.

Client 1 Signature*

Date*

Date

Address*

Phone Number*

Please enter a valid phone number.

Client 2 Signature

Date

Address

Phone Number

Please enter a valid phone number.

4 Step Money Coaching Process*

4 Step Money Coaching Process 4 - 1-1.5 hr sessions. The Money Coaching process is a very powerful and transformative experience. Through this process you will come to better understand your money patterns and behaviors that may have be barriers to experiencing a more fulfilling and prosperous life. Our intention is to help facilitate positive change through helping you discover and express your full potential, personally and financially.

$700.00

Total

$0.00

Credit Card

Once the payment is processed, you will be sent directly to Calendly to schedule your first session.

You may use this link below to schedule the other 3 sessions as well, in advance, to ensure you get the date/time that works best with your schedule. Just schedule them at least 1 week apart as there will be session pre-work each week that is due 48 hours before the set appointment.

https://calendly.com/michellebuonincontri/up-to-2-hour-session

“4 Step Money Coaching Process” Client Agreement

New Direction Financial Strategies,LLC’s

Your Commitment to New Direction Financial Strategies, LLC’s…

Payments and Scheduling

Cancellations & Rescheduling Policy

Responsibility

SIGNATURE INDICATES THE ABOVE HAS BEEN READ AND AGREED TO:

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