Legacy Personal Coaching Agreement

Legacy Coaching Agreement
Thank you for making Legacy Financial Coaching part of your financial plan. We look forward to serving your needs and ask that you review the information below to help guide our relationship.
COACHING SERVICES

We 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, we expect that you will take full ownership for your plan and its implementation and contact us when you need additional support and guidance.
PAPERWORK

You are asked to complete preliminary paperwork to better prepare your coach. We ask that these forms be filled out to the very best of your knowledge and ability 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.
SCHEDULING APPOINTMENTS

Once this form is received, we will reach out to you to schedule your first session at a day and time that works best for you based on our scheduling availability. Session payment is due at the time your appointment is scheduled, but we understand that sometimes that just isn't currently financially possible. Exceptions are available when needed, just ask.
REFUND POLICY

We do not offer refunds for our coaching services as we are a fee-for-time service. We promise you will get out of the coaching session what you put into it. Payments are always due in advance at the time of scheduling. If you need to reschedule your session for any reason, please provide at least 48 hours advanced notice. Any rescheduling with less than 48 hours will result in a $100 charge.
CONFIDENTIALITY POLICY

We will keep confidential all matters discussed, facts revealved, and the nature and content of all documents you provide to us or we generate. We will reveal such matters only upon receipt of written authorization and clear, verifiable instructions from you telling us exactly what and who we may reveal.
DISCLAIMER

Coaching is designed to give you accurate and authoritative information with regards to the subject matter covered. We are not authorized to render legal, accounting or other professional advice. Since your situation is fact-dependent, you may additionally seek the services of an approporate licensed legal, accounting or investment service.
Your Name*

First NameLast Name
AgeType of Work
Spouse Name

First NameLast Name
AgeType of Work
Children or Dependents *

How manyAges
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*

Area CodePhone Number
Email*
example@example.com
Preferred Session Method*
Have you been through FPU?*
If Yes, Where And When Did You Take FPU?

	YES	NO	N/A
Do you have Irregular Income?
Do you use a Monthly Budget
Do you have an Emergency Fund
Are you currently investing for retirement
Do you contribute to a non-retirement savings
Are you a homeowner?
Are you current on your Housing payments
Do you have any vehicle loans
Are you current on your vehicle payments

Income - Monthly take home amount*
Monthly net take-home pay
Emergency Fund*
How much cash do you have set aside
Retirement Fund*
Estimated portfolio balance
Investing*
Monthly Contribution amount
Housing Payment*
If Own, include Taxes, Insurance
Vehicle Payments*
Total Monthly Payments
Tax Debt*

Total Combined Monthly PaymentsTotal Balances
Student Loans*

Total Combined Monthly PaymentsTotal Balances
Credit Cards*

Total Combined Monthly PaymentsTotal Balances
HELOC*

Total Monthly PaymentsTotal Balances
Other Debts*

Total Combined Monthly PaymentsTotal Balances
What Primary Issue Should We Focus On During Your Coaching Session?*

BudgetingReal EstateDealing With CollectorsWealth Building / InvestingDebt EliminationCrisis Money ManagementFinancial Check-upPreparing for a Financial StormOther
List The Top Three Concerns/Questions Related To Your Above Selection:*
How Did You Hear About Us?*
Should be Empty:

Legacy Coaching Agreement