Take the time to read this, please! You'll get way more out of your coaching session and it's important that we are on the same page when working together as The Awakened Investor (me) and Client (you).
RESPONSIBILITY
- Your Coach will do everything possible to support you in achieving your own results and desired outcomes - You are responsible for the cause of all change in your life. - Your Coach will work with you to identify solutions and offer suggestions, options, and advice based on their own personal experience, training, and information provided by the client - You accept full responsibility for all decisions and courses of action - You as the Client, by signing this Coaching Agreement agree and acknowledge that the Coach is not a licensed investment advisor, real estate agent, accountant, finance, health, or legal professional.
CONFIDENTIALITY
Your Coach will not divulge any information shaded in the coaching relationship without your express consent. You, of course, are free to discuss the coaching relationship with anyone at any time.
SCHEDULING
All Coaching Sessions are scheduled in advance via Google calendar, communication (written/verbal), or per an agreement between you and your Coach. If for any reason you cannot attend a scheduled Coaching Session you are fully responsible to inform your Coach and arranging an appointment at least 48 hours in advance, otherwise, the session will be deemed forfeit. You are responsible for rescheduling via phone or contact (receive a reply) via email.
TASKING
Tasks are assigned to assist in accelerating your change and the achievement of your desired results.
FREE EXTRA TIME
There is no extra charge for brief "catch-up calls" between your Coaching Sessions, whether to discuss an issue or concern or share something great! Your Coach provides this free additional service to give your superior value and results.
FREE EMAIL ACCESS
Your Coach is available during the week via email to share wins, seek clarity on actions or review minor issues. Again, there is no charge for any of the brief "catch-up emails".
Terms & Conditions
Read these too!
They are part of your agreement with The Awakened Investor. If you wish to cancel the agreement and payments within 5 business days of the date indicated you may do so for a full 100% refund of any monies paid less the cost of any products delivered. This refund is only available if services have not commenced in any way rendering any refund void.
Notice of cancellation
All notice of cancellation must be in writing and delivered by mail or email to theawakenedinvestor@gmail.com. Cancellation notice will be deemed on the date on which the cancellation is received by The Awakened Investor Coach. No refunds, credits, or transfers are available for no-shows.
Terms of Coaching
The Financial Foundation Coaching Programs are a package and cannot be altered or partially completed in any way. If you are enrolled in continuing Coaching for a number of sessions, unused sessions due to quitting the program may not be eligible for refund, credit, or transfer.
Suspending Membership
Is not possible after your program is in progress.
Coaching Calls
Telephone calls with your Coach during your membership are at the Client's expense and initiated by the Client. Most coaching sessions are conducted via online meeting programs such as Zoom or Teams.
Payment Plans
If any installment payment should default, the Client will have seven (7) days to rectify the situation. Any scheduled coaching session(s) will be postponed until payment is received within the 7 days, all discounts and bonuses will be forfeited and full payment will apply. If a Client should default on any installment payment, the result may be cancellation from the Program and the Cancellation Policy will apply. An N.S.F. or credit card decline will result in a penalty from our payment processing company in cases of a payment default.
Program Changes
The Coach reserves the right to change, modify or cancel any programs as considered necessary. Any such change will be made in consultation with the Client.
Mutual Agreement Cancellation
If at any time wither the Client or Coach believes the Coaching Sessions and agreement are no longer serving the needs o the Client they may initiate a discussion to rectify the situation prior to canceling the Program or Sessions.
Intellectual Property
All material relating to the Program is subject to copyright and other intellectual property rights. All materials may not be recorded, used, or reproduced without the written permission of the owner.
Indemnification
You understand that all action taken is performed voluntarily and is your own responsibility. Clients should perform their own due diligence and/or seek independent professional advice before undertaking any action, financial movements, or investment actions (with our partners).
Agreement Section
By entering into a Coaching Agreement either through signing a Coaching Agreement with The Awakened Investor, LLC or paying any amount to the Awakened Investor business, you agree to abide by the terms and conditions as set out above.
