Personal Coaching Agreement

Thank you for choosing Integrity Financial Coaching as part of your financial plan. We look forward to serving your needs! to help guide our relationship, we ask that you review the information below before making this important commitment.

Scheduling Appointments

Once we've completed the Introductory Consultation, the next step will be signing up for your 6-month coaching package. Why 6 months you ask? We look at coaching not as a singular event but as a process. We understand that you are coming to us to correct years of decisions. Because of this, recurring meetings to curve the routines and habits that were formed are the best way to serve our clients.

Spousal Participation

If you are married, both spouses must be active participants and commit to all scheduled coaching sessions. If your spouse is not available for an appointment, we will reschedule for a time that works for everyone.

Refund Policy

We do not offer refunds for our coaching services as we are a fee-for-time service. We promise that you will get out of the coaching session what you put into it.

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 come prepared to take the steps necessary to succeed, take full responsibility for your plan and its implementation, and contact us when you need additional advice and direction

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.

Rescheduling Appointments

If you need to reschedule your appointment for any reason, please give us atleast 24 hours advance notice.

Confidentiality Policy

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

Disclaimer

Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. We are 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.