Financial Coaching is not investment advice, financial planning, money management, or a guarantee of results. Rather, coaching seeks to empower the client through education and skill building so that the client is better able to make his/her financial choices and execute them as desired.
Coaching is done on a fee only basis and does not include commissions or other remuneration from any brokerage or financial services firm. The client expressly agrees that he/she is participating in coaching as a purely voluntary activity, and that he/she assumes all investment and financial risks potential in this activity. Refunds are offered in the first 7 days only upon turning in completed prework.