B.F.C. PERSONAL COACHING AGREEMENT
Thank you for making Beck Financial Coaching Team part of your financial journey. We look forward to serving your needs! To help guide our relationship, we ask that you review the information below.
SCHEDULING APPOINTMENTS
To schedule an appointment, please use the scheduling link that is provided to you by BFC. You are also welcome to call or email us if there are any issues with technology or you simply cannot find a time that matches your schedule. We understand that your time and resources are extremely valuable, so we ask that you honor your scheduled appointment time. If you need to reschedule, let us know 24-hours in advance. Appointments will be conducted over the phone or via video conference.
SPOUSAL PARTICIPATION
If you are married, both spouses must participate and commit to all scheduled coaching sessions. If your spouse is not available for an appointment, we will reschedule.
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 session for any reason, please do so 24-hours in advance. When you reschedule your session please do so within 7 days of your original appointment. If an appointment is cancelled without a 24-hour notice the call/meeting will not be rescheduled.
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.
PAYMENTS
Payments are on a 6-month subscription service only. The debit card that you provide over the phone to BFC will be used for each month’s payment. You do have the option to choose the 1st or the 15th of the month for the withdrawal. Your first payment will be the next occuring 1st or 15th date. There will be 6 payments made, one each month starting on the date you specify.
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.