Your E-Mail Address
Notes to Business
(your address or any special notes about your order)
Winning Towards Wealth Program
per month for 12 months ($1199.88 total)
Personal Coaching Agreement
Thank you for making Black Sheep Finance part of your financial plan. We look forward to serving your needs! To help guide our relationship, we ask that you review the information below.
To schedule an appointment, please contact us by phone, social media message, or email. We understand that your time and resources are extremely valuable, so we ask that you honor your scheduled appointment time. If you need to reschedule, just let us know 24 hours in advance. Appointments can be conducted in our office, over the phone, or via video conference.
If you are married, both spouses must participate and commit to all scheduled coaching sessions. If your spouse is not available for an appointment, we will reschedule.
We do not offer refunds for our coaching services as we are a fee-for-time service. We promise that you will get out of the coaching session what you put into it.
We assume the responsibility of understanding and evaluating your current needs, goals, and resources in order to develop a strategy to meet your objectives. However, in order to make your plan work, we expect that you will come prepared to take the steps necessary to succeed, take full responsibility for your plan and its implementation, and contact us when you need additional advice and direction.
You are asked to complete preliminary paperwork to better prepare your coach. We ask that these forms be filled out to the very best of your knowledge and ability prior to your scheduled appointment. You assume all responsibility for providing accurate and complete materials, documentation, and facts upon which our coaching may be based.
If you need to reschedule your session for any reason, please give us at least 24-hour advance notice. Any attempts to reschedule within 24 hours will not be refunded.
We will keep completely confidential all matters discussed, facts revealed, and the nature and content of all documents you provide to us or we generate. We will reveal such matters only upon receipt of a written authorization and clear, verifiable instructions from you telling us exactly what we may reveal.
Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. We are not authorized to render legal, accounting, or other professional advice. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting, or investment service.
You must agree to the terms above to continue