Personal Finance Coach Contract Template

Name: Personal Finance Coach Contract Template
SKU: 3624
Price: 299.00 USD
Availability: InStock

$299.00

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. We even had it peer-reviewed three times to guarantee perfection.

Key Features

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

Download the file.
Simply fill in the blanks with your specific business information.
We’ve included highlighted brackets so that you’ll easily know where to insert or customize the information to your specific business needs. You also have the option to add or delete any provisions as you, the business owner, sees fit.
Watch the video guide that Attorney Zara Watson recorded for this specific personal coaching agreement.
The templates come in Microsoft Word format so that you can lift specific provisions or the entire agreement and copy and paste or embed them in your favorite client management software.

Q. How Will the Contract(s) Be Delivered?

Each template is delivered immediately to your inbox in a Microsoft Word format for easy use. Along with your download, you’ll also receive a brief “Template User Guide,” which lays out step by step how to use each agreement.

Q. How Long Will It Take To Customize My Contract?

The contract templates have some blanks that you need to fill in and a few sections where you pick between different options. Depending on how far along you are in terms of thinking about your business process and procedure, it should not take you longer than 30 minutes to complete.

Q. How Long Is Each Template?

The templates vary in length depending on the industry and specific agreement. To make sure that your contract contains all of the essential legal provisions for your particular industry, most of the templates are at most 6 pages in length. Note that this might be shorter after you’ve customized the template to suit your business.

Q. Do I Have Lifetime Access to The Templates?

Yes! 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 templates you’ve purchased.

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

These contract templates are drafted on general US-based common law contract principles and are easily editable and adaptable to many states. Due to variations in law based on location, the contract policies may be implemented for your business.

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

If you are a creative entrepreneur located outside the US, the policies may be implemented for your business. However, U.S. Federal Copyright laws and other legal theories may not apply. Instead of drafting your contract from scratch, the contract templates provide an excellent foundation for a local attorney in your country to amend the provisions to any specific laws of your country.

Q. Can I send in Contract Template Requests?

Of course! 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!

Q. Can Zara Watson Amend My Contract?

Yup, sure can! You can get help from Zara Watson here. Keep in mind – Zara can only do contract work for New York-based businesses. The GOOD news is – Zara can do any federal trademark work you need! Zara charges $200 an hour for any additional contract amendments. If you’re subscribed to our newsletter, you get 10% off!

Q. What Is Your Refund Policy?

Your satisfaction with our contract templates is important to us. Because of the extensive time, effort, and preparation that goes into creating our contract templates, we do not offer refunds for any portion of your payment, and no refunds will be provided to you at any time. By using and/or purchasing any of our contract templates, you understand and agree that all sales are final and that no refunds will be provided.
We do everything to make our contract templates outstanding, from the moment you purchase your template. If you have any concerns about our templates, please email [email protected] and voice them immediately. We are here to serve you. And we’re 100% committed.

Q. Can I share This Template?