$100.00 USD

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Custom Service Agreement for Finness 1:1 Coaching

Overview

This agreement outlines the terms and conditions for participating in Finness’ one-time, 1:1 coaching session. By accepting this agreement, you acknowledge that you understand and agree to all the terms, including the no-refund policy, service expectations, and client responsibilities.

1. Service Details

• The one-time, 1:1 coaching session provides personalized financial guidance tailored to your specific needs.

• The session will include structured support, tools, and strategies to help you gain clarity on your financial goals.

• This service is a single session designed to offer guidance on financial wellness topics such as budgeting, saving, debt management, investing, and taxes.

2. Payment and No-Refund Policy

• Full payment is required upfront.

• No refunds will be provided once the service is purchased, regardless of whether the session has been scheduled or completed.

• By accepting this agreement, you waive the right to dispute or request a chargeback of fees paid for this service.

3. What to Expect from the Service

• The coach will provide personalized guidance based on your current financial needs.

• The session will focus on offering knowledge about investment principles, tax planning, and other financial strategies. However, specific investment advice or recommendations on what to invest in will not be provided.

• All tools, resources, and recommendations shared during the session are for educational purposes only.

4. What is Expected from You

• You are expected to participate actively during the session.

• Be open and transparent about your financial situation to ensure that the guidance is accurate and effective.

• Take notes and ask questions to maximize the value of the session.

5. Confidentiality

• All information shared during the coaching session will remain confidential and will not be disclosed to third parties.

Acceptance

By accepting these terms, you confirm that you understand and agree to the conditions stated above.

Personal Finance Power Hour: One-on-One Session

Looking for personalized guidance?

In this one-hour session, you’ll get direct, one-on-one support tailored to wherever you are in your financial journey.

Whether you need help setting goals, budgeting, investing, or just want to get on track, the possibilities are endless! Let’s work together to create a strategy that moves you forward.