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.
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 –
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.
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.
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.