Coaching Agreement

Coaching Packages and Subscriptions

We ask that coaching packages and subscriptions be used within 12 months maximum.

Unless otherwise arranged, we will meet via video conference using the Zoom platform.

Married couples agree to participate in all sessions together; if one spouse is unavailable, we will reschedule for another time. Rare exceptions will be granted on a case-by-case basis (e.g. military deployment).

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.

Ongoing support is provided at no additional cost between coaching sessions. Please do not hesitate to contact your coach by phone email, or text message between sessions. Our goal is to support you to the best of our ability throughout our time working together.

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. 


For coaching packages, payment is collected upfront. For coaching subscriptions, the card you provide us will be automatically charged on the same day each month for six months, starting the date of booking. For example, if you subscribe on June 21, the next billing date is July 21.

Rescheduling, Cancellations, and Refunds

If you need to reschedule your session for any reason, please give us at least 24-hour advance notice. No-shows and last-minute cancellations will incur a $25 fee.

Should you choose to terminate your coaching subscription, you will be billed for the current billing cycle. Refunds are not given once coaching session has taken place, as coaching is a time-for-fee service. We do not offer refunds for coaching packages at this time.

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 receipt 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.

Coaching agreement is subject to change any time.