Thank you for making Coach Stacie Barry's Financial Coaching part of your financial plan. I look forward to serving your needs and ask that you review the information below to help guide our relationship. Please sign the bottom of the agreement and submit it to me.
Scheduling/Rescheduling Appointments
To schedule an appointment, call me, 303-246-4516, or email me, Coach-Stacie@comcast.net. I understand that your time and resources are extremely valuable so I ask that you honor your scheduled appointment time. I understand that there are times when you will need to cancel and/or reschedule your appointment, and I will do my best to accommodate your needs. Any cancellation or re-scheduling must be done 24 hours prior to our appointment. I request that you honor this policy as diligently as possible. If you cannot comply, your session will be "missed" and charged $25 for a missed appointment. Please call me at 303-246-4516 and do not email me if an appointment needs to be cancelled with less than 24 hours notice.
Spousal Participation
If you are married, experience shows that having both spouses attending each and every coaching session yields the best results. You'll both have the same information and will be on the same page. It's hard to get to your destination in the roadmap of life if one of you are following the map and the other one is just sightseeing and not paying attention to where you are going! Please plan on both spouses participating and committing to all scheduled coaching sessions. If your spouse is not available for an appointment, we may need to reschedule.
Payment Policy
Payment may be made by cash, credit card via the Square(in person), or Paypal through my website, StacieBarry.com. All sessions must be paid for within 24 hours before the session via online payment, or at the conclusion of the session if we are meeting in person.
Initial Talk~ Free. 20-30 minutes to chat about your goals & concerns to see if we are a good fit for each other.
Single sessions: $75
Packages:
3 session package~$204
6 session package~$384
9 session package~$540
Refund Policy
It is my intention for you to be happy with our work together. Due to the considerable amount of time I will be working on your coaching sessions, (not just during the actual session, but before and after the session as well) there will be no refunds or returns in whole or in part if you decide to withdraw from our work together for any reason. I promise you will get out of the coaching session what you put into it.
Coaching Services
I assume the responsibility of understanding and evaluating your current needs, goals and resources in order to develop a strategy to meet your objectives. However, in order to make your plan work, I expect that you will come prepared to take the steps necessary to succeed, take full responsibility for your plan and its implementation and contact me when you need additional advice and direction.
Paperwork
You are asked to complete preliminary paperwork to better prepare me, your coach. I ask that these forms be filled out to the very best of your knowledge and ability at least 48 hours prior to your scheduled appointment. You assume all responsibility for providing accurate and complete materials, documentation and facts upon which our coaching may be based.
Confidentiality Policy
I will keep completely confidential all matters discussed, facts revealed, and the nature and content of all documents you provide to me or 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.
Disclaimer
Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. I am not authorized to render legal, accounting or other professional advice. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting or investment service.
Referrals:
My practice fills, in large part, by referrals. If you are benefiting from our relationship, I’d appreciate it greatly if you suggest my services to appropriate friends, family and colleagues.