$150.00 USD

Every month

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FINANCIAL COACHING AGREEMENT

This Financial Coaching Agreement together with any attached schedules, (collectively the “Agreement”) is between Strive Coaching, LLC (Advisor), an Indiana Domestic Limited Liability Company under the laws of the state of Indiana, and                                                 (Client) with                                              (Joint Client) in accordance with the following terms and services:

 

Services

Subject to Client’s prompt payment of the Service Fees, Advisor will provide Client with financial coaching services including budgeting and debt reduction strategies, basic principles of personal finance and wealth building, and serving as an accountability partner throughout the learning process.

 

Rate for Services

Client shall be billed at a rate of $150[per hour] [flat fee] for services rendered under this service agreement. Advisor may increase this rate upon notice to Client.

 

Payments

Advisor shall invoice Client and Client shall make payment to Advisor no later than the due date appearing on the Advisor’s invoice. If payments are not received by Advisor on or before the due date, then that amount shall become due and payable together with interest in the amount of 1.5% per month (or the highest rate permitted by law if less than 1.5% per month). Advisor shall be entitled to recover its attorneys' fees and other costs incurred in collecting any amount not timely paid by Client. Additionally, Advisor reserves the right to deny service if any payment is not received by the due date until such payment is received by Advisor.

 

Expenses

Client shall promptly reimburse Advisor for any agreed-upon, out-of-pocket expenses incurred by Advisor in connection with her provisions of services to Client.

 

Client Assets

At no point in the coaching process will Client disclose specific account numbers, provide account statements, or provide Advisor with direct access to Client assets.

 

Client Responsibility

Client is responsible for any and all decisions regarding implementation of coaching recommendations. Client retains discretion and is free to accept or reject any recommendation from the Advisor. Client is advised that it remains their responsibility to notify Advisor if there are changes to their financial situation.

 

 

 

 

Confidential Relationship

All information and advice furnished by either party to the other in connection with this Agreement will be treated as confidential and will not be disclosed to third parties except as required by law.

 

Broker-Dealer Recommendations

Advisor is not a licensed broker or dealer. Advisor will not recommend specific stocks/bonds/funds, nor recommend a specific broker or dealer. Advisor does not sell insurance policies and will not recommend specific insurance sales firms.

 

Limitation of Liability

Advisor will use best judgment in rendering services to Client. Coaching recommendations do not constitute legal or tax advice. Client indemnifies Advisor and its associates for any losses, claims, damages, or including legal fees, which may be incurred by Advisor as a result of business association with Client. Advisor cannot warrant any particular level of specific account performance over time. Client assumes the market risk involved in investment of assets. Except as otherwise provided by law, Advisor will not be liable to Client for (a) any loss that Client may suffer by reason of investment decision arising from this Advisor/Client relationship (b) any loss arising from Client failure to follow Advisor’s recommendation.

 

Non-Exclusive Advisory Services

It is understood that the Advisor performs investment advisory and coaching services for various clients. This is a non-exclusive agreement.

 

Termination and Refund Policy

This Agreement can be terminated at any time by either party by written notice. Any prepaid services not yet provided will be promptly refunded by Advisor. Any fees earned by Advisor but not yet paid by Client will be immediately due and payable. All other requests for refunds will be considered on a case by case basis at the written request of Client if made within 15 days of termination of Agreement.

 

Notices

Client agrees to receive any communications from Advisor or its representatives electronically at the email address provided by Client. Examples of such communications include, but are not limited to, delivery of: general correspondence, notices, instructions, disclosures, invoices, and brochures.

 

Tax Implications

Coaching recommendations do not constitute tax advice. Consultation with a CPA is recommended to determine tax ramifications of all investing advice.

 

 

 

 

 

Joint Clients

Joint planning clients will be considered one Client. Any information Advisor receives from one party can be shared with the other party. If one party gives Advisor authorization under this agreement, the authorization will be valid as to both parties.

 

Severability

If any provision of this agreement is held by any court or in any arbitration to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force and effect.

 

Mediation/Arbitration

Any claim or controversy arising out of or relating to this Agreement, including, but without limitation, the Advisor’s performance, interpretation of the Agreement, or otherwise shall be settled by mediation instituted at the request of either party. If not resolved by mediation, the controversy shall be solved by arbitration. Any such mediation or arbitration will take place in the state of Indiana, unless otherwise agreed to by both parties.

 

Entire Agreement

This Agreement states the entire agreement between the parties relating to subject matter hereof. All prior agreements between the parties will be merged herein and superseded by this Agreement. No other agreement, verbal or otherwise, shall be binding upon the parties unless written and signed by both parties.

 

 

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Individualized Coaching Offer

Get personalized help getting your finances on track.

What you'll get:

  • Assistance in creating the ideal plan to accomplish your goals
  • Advice on how to use money to create your dream life
  • An accountability partner for your journey

Terms and conditions apply. Client disclosure agreement required prior to service.