SCHEDULED APPOINTMENTS
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 will be conducted via Google Meet.
SPOUSAL PARTICIPATION
If you are married, participation and committment from both spouses leads to the better results and outcomes. If your spouse is part of coaching and not available for an appointment we will resschedule the session. If your spouse is not participating in coaching, we will proceed accordinglly.
REFUND POLICY
I do not offer refunds for 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 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.
HOMEWORK
You will have homework to complete after each coaching session. I ask that it be completed to the very best of your knowledge and ability 24 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.
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 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 services. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting or investing service.