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Personal Finance Coach Contract Template

$297.00

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. This contract template comes with a video guide walking you through how to customize it, making the process totally straightforward. To ensure your peace of mind, this contract has been peer-reviewed by multiple attorneys.

What Our Customers Are Saying

“Searching for a stylist/client contract was daunting—I scoured the web and consulted lawyers, but it was complex and costly. I was so excited to stumbled on Watson & Young’s template. It was affordable, purchasing it was a breeze, and in less than an hour, I customized it effortlessly. It’s been my go-to for over two years now. Watson & Young made it so easy and it remains one of my best business decisions!” – Styled By Asma, Personal Stylist

“I had the pleasure of hosting Zara to speak to my community about building a robust brand and personal styling business recently, and it’s an understatement to say she was a hit. Zara’s unique blend of legal expertise in the fashion and beauty industry is a rare and substantial asset for business owners in those domains. Her ability to address and validate the fears of business owners while providing explanations that the audience can understand is truly invaluable. I eagerly anticipate Zara’s future engagements with my community, and I wholeheartedly recommend working with her.” – Nicole Otchy, Personal Stylist and Coach


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. This contract template comes with a video guide walking you through how to customize it, making the process totally straightforward. To ensure your peace of mind, this contract has been peer-reviewed by multiple attorneys.

Key Features

Crafted with the personal finance industry in mind, this contract lays out specific provisions to ensure that both you and your client have clear expectations around working together, from start to finish. 

Our five-point framework for clear communication includes – 

Payment Clause
Setting the tone of clarity, this clause is so clients understand when all payments are due, by giving both of you structure with your financial relationship. 

Refund Clause
Creating clear cut language, this clause is so clients know what to expect with their investment if one of you decides not to fulfill the terms of your agreement.

Intellectual Property Clause
Crafting intentional usage and ownership rights, this clause is to best serve you and your clients when it comes to copyright options, trademark rights, and idea ownership.

Cancellation & Rescheduling
Laying out calendar responsibilities, this clause is so clients have boundaries and options within your mutual commitment.

Liability Clause
Setting boundaries for where your responsibilities begin and end, this clause is so clients are briefed on the limits of possible legal action.

Dispute Resolution Clause
Presenting options for solving conflicts, this clause is to best serve all parties fairly if the unexpected arises.