fbpx
personal finance coach contract template

Personal Finance Coach Contract Template

$299.00

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. This contract template comes with a video guide walking you through how to customize it, making the process totally straightforward. To ensure your peace of mind, this contract has been peer-reviewed by multiple attorneys.

Categories: , Tags: , , , ,

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.

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. This contract template comes with a video guide walking you through how to customize it, making the process totally straightforward. To ensure your peace of mind, this contract has been peer-reviewed by multiple attorneys.

Key Features

Crafted with the personal finance industry in mind, this contract lays out specific provisions to ensure that both you and your client have clear expectations around working together, from start to finish. 

Our five-point framework for clear communication includes – 

Payment Clause
Setting the tone of clarity, this clause is so clients understand when all payments are due, by giving both of you structure with your financial relationship. 

Refund Clause
Creating clear cut language, this clause is so clients know what to expect with their investment if one of you decides not to fulfill the terms of your agreement.

Intellectual Property Clause
Crafting intentional usage and ownership rights, this clause is to best serve you and your clients when it comes to copyright options, trademark rights, and idea ownership.

Cancellation & Rescheduling
Laying out calendar responsibilities, this clause is so clients have boundaries and options within your mutual commitment.

Liability Clause
Setting boundaries for where your responsibilities begin and end, this clause is so clients are briefed on the limits of possible legal action.

Dispute Resolution Clause
Presenting options for solving conflicts, this clause is to best serve all parties fairly if the unexpected arises.

Reviews

There are no reviews yet.

Be the first to review “Personal Finance Coach Contract Template”

Your email address will not be published. Required fields are marked *

  • How To Use

     

    1. We’re keeping this simple. Start with filling in the highlighted brackets to customize this for your business! As the business owner, no one knows your business better than you. Feel free to add or delete sections as they serve you. 
    2. This contract arrives in Microsoft Word so you can easily edit it before pasting them into your favorite client management software. On the hunt for a great CRM? We love and use Dubsado, use code *insert code* for 20% off your first month or year.
    3. Each contract comes with a video description walking you through how to customize it, making the process straightforward.
  • FAQ

    Q: How long does it take to customize my contract?

    A: It’ll most likely take you under an hour to fill in sections that need to be tailored to your business. 

     

    Q: Can I customize a contract with my own branding?

    A: Yes! We’ve designed this contract so you can easily adjust the fonts and include brand imagery, like your logo or submark.

     

    Q: How long are your contracts?

    A: It depends on the contract! To make sure that your contract contains all of the essential legal provisions for your particular industry, most of our contracts are about 6 pages long.

     

    Q: Do I have lifetime access to my contract?

    A: Absolutely. Upon purchase, you’ll receive an online link located at the top of your contract which will provide you with access to the most up-to update version of whichever contracts you’ve purchased.

     

    Can I use these if I don’t live in your state?

    A: Our contracts are drafted on general US-based common law contract principles and are easily editable and adaptable to many states. We always recommend having your contract reviewed by an attorney in your state.

     

    Can I work with Zara Watson Law to customize my contract?

    A: We’d love to work with you if you’re based in New York. (If you need trademarking, we operate across all 50 states.) Email [email protected] for assistance!

     

    Can I use these if I live outside of the U.S.?

    Aa: The policies within our contracts can be used outside of the U.S. but not everything will apply. (Think U.S. copyright laws.) It’s always important to have your contract reviewed by an attorney in your country who can tailor the content to serve your business best. 

     

    Can I request a contract I don’t see it in your shop?

    A: Absolutely! If there is a contract template that you’d like created and don’t see it on the shop yet, email us at [email protected] and let us know.

     

    What Is Your Refund Policy?

    A: Because we provide immediate access to our contracts, all purchases are non-refundable. Not sure which contract is right for you? Always feel free to email us at [email protected] before purchasing, we would love to support you and answer any questions.

     

    Can I share this contract with a friend?

    A: No. All contracts are protected by copyright for the sole use of the purchaser. Honor your investment, we worked hard on this, you paid for it!

    • Related products

    Privacy Policy| Terms & Conditions | Site Credit