Financial Coaching is not investment advice, financial planning or money management. 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. No refunds will be granted for any reason. However, if the client is unhappy with the service they can request an account credit to be considered on a case by case basis.