Description
As a personal finance coach or consultant, you hold the key to positive financial change for your clients. However, it’s important to clarify upfront exactly what you offer, and wipe away any misconception that you’re a magic do-it-all solution. The unique world of personal finance requires tailored contracts unique to your industry.
This personal finance coaching contract is guaranteed to simplify your client onboarding process. This bundle includes:
- Personal Finance Coach Template (for individuals, couples, and coaches)
- Speaking Engagement Contract Template
- Online Course Terms & Conditions Contract Template
- Online Course Privacy Policy Contract Template
Key Features
- Written in plain English
- Input and customize your payment details
- Comprehensive cancellation and rescheduling policies
- Video Guide where Attorney Zara Watson personally walks you through each legal provision for this specific contract
- PDF Instruction Guide on How To Further Customize This Contract
- Peer-reviewed by three attorneys
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