• CLIENT FINANCIAL SNAPSHOT

    Thank you for making Compass Financial Wellness part of your financial journey. I look forward to serving your needs!
  • Client Information

    Please complete the following questionnaire to the best of your ability as I will use this information to prepare for your first coaching session.
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  • Financial Coaching Agreement

    To help guide our relationship, I ask that you review and agree to the information below.
  • SCHEDULING APPOINTMENTS

    To schedule an appointment, please go to calendly.com/cfw-llc or call me at 315-949-2210.  I understand that your time and resources are extremely valuable, so I ask that you honor your scheduled appointment time.  If you need to reschedule, just let me know in advance.  Appointments can be conducted in person, over the phone or via video conference.

    SPOUSAL PARTICIPATION

    If you are married, both spouses must participate and commit to all scheduled coaching sessions.  If your spouse is not available for an appointment, we will reschedule.

    REFUND POLICY

    I do not offer refunds for our coaching services as they are a fee-for-time service.  I promise that 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 stratgy 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 as your coach.  I 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.

    RESCHEDULING APPOINTMENTS

    If you need to reschedule your session for any reason, please give me at least 24-hour advance notice.

    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 I generate.  I will reveal such matters only upon receipt of a written authorization and clear, verifiable instructions from you telling me exactly what we 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 services.  Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting or investing service.

    I agree with the terms of the Coaching Agreement.

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