The form below should be completed by new clients who are receiving financial coaching from CCES. Please read the information included and complete the form below. Doing so will help to save some time during your first session.

COOPERATION:

It is assumed that both parties will be in full cooperation with each other in regards to the agreed-upon coaching objectives. Neither party will withhold important information which would benefit the coaching process, nor will either party act in any manner which would interfere with facilitation of the coaching goals in a timely manner.

FEES:

Coaching fees are based on the services provided. The financial coaching fee will be $35 per 50-minute session. Payment is expected at the time of the service. Coach and client will meet and have follow-up sessions until the client feels that his or her personal financial goals have been met. Because several sessions are needed for the coach to get to know the client and understand the client’s financial situation, meeting only once is usually insufficient to accomplish the coaching goals. (Generally, a minimum of three sessions are needed.)

When a client schedules an appointment, that block of time is reserved by the coach for that client. If the client must change or cancel an appointment, 24 hours notice is required. Monday appointments need to be cancelled by 6:00 PM Saturday. Without such notice, a $15 fee will be charged for the first missed appointment or late cancellation. The full $35 fee will be charged for missed appointments and late cancellations thereafter.

CONFIDENTIALITY:

Confidentiality and protection of intellectual property are mutually agreed to be protected by this contract. Both parties agree that all data, information, and work completed during the course of life coaching will remain confidential. No information or materials will be shared with outside sources or other people regarding the work of either party, except with express written permission of both parties.

MODIFICATIONS AND EVALUATIONS:

Either party may modify this contract at any time it becomes apparent that modification is needed. The coach agrees to advise and influence action. However, the client is always the final decision maker in the coaching process.