This agreement (the “Agreement”) is made on insert date by and between Client Name and IRichLLC. In consideration of the mutual agreement made herein, both parties agree as follows:
Informed Consent:
I am not a financial advisor. The content I share is for educational purposes only and merely draw on my own personal opinions based on my own research. In order to make the best financial decision that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor/fiduciary if necessary. Know that all investments involve some form of risk and there is no guarantee that you will be successful in making, saving, or investing money; nor is there any guarantee that you won't experience any loss when investing.
Information I provide is based on a compilation of advice gained from personal experience, numerous professional networks, and secondary sources (like books, podcasts, and other blogs). Thus, if you use my services you agree that I will not be held liable for any ramifications that occur as a result of you acting on information you receive. As with anything, your decisions are your own. I am here to help make these concepts easier to understand and I will do my best to provide resources wherever possible should you choose to research topics further on your own.
Confidentiality: You choose what and how much information to share. It is not necessary to share any specific personal or financial information in order to access services but you may choose to share information in order to get more specific education. All information shared will be kept strictly confidential.
Compensation: Client Name agrees to pay Your Name $150 per hour session as agreed upon previously. Invoices will be sent before scheduled session and will need to be paid in full before the time of session.
Appointments and Cancellation: Please remember to cancel or reschedule 48 hours in advance should you need to change your appointment time. You will be charged a $75 fee if cancellation is less than 48 hours before appointment time. A time commitment is made to you and is held exclusively for you. If you are late for an appointment, you may lose some of that session time and still be charged the full hourly fee. If you do not show for your appointment without providing notice you will be charged the full session fee ($150) and will be asked to contact me before any additional appointments can be made.
The standard appointment time is 60 minutes. Please bring all questions to the appointment to make the best use of your time. If I am unable to answer questions, I will look further into your question outside of your session or refer you to a financial professional.
A $30.00 service charge will be charged for any checks returned for any reason for special handling.
Business Hours: Business hours may vary. All correspondence received outside business hours will be answered as soon as possible. Questions should be reserved for appointment time. I will not be available by phone but can be reached by email at lisa@irichllc.com
Acceptance of Terms: Client Name promises to pay for the services rendered by Your Name for the Work as agreed upon. By signing below, Client Name agrees they have read, understood, and are considered legally bonded to these terms.