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.
Save time, money, and worry by having your clients sign a customized contract up-front. This personal finance coaching contract is guaranteed to simplify your client onboarding process. We even had it peer-reviewed three times to guarantee perfection.
- For Individual, couple, and group coaching
- 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