Terms and Conditions
Last Updated: February 10, 2025
1. Agreement Overview
This agreement outlines the terms and conditions for financial coaching services between Fulfilled Purpose Ventures, LLC (the “Coach”) and the client scheduling, purchasing, and engaging in financial coaching services (the “Client”).
2. Services Provided
The Coach will provide guidance and advice on personal finance, budgeting, savings, debt management, retirement planning, and other financial topics as mutually agreed upon.
Specific services include:
One-on-one coaching sessions (in-person or virtual)
Goal setting and strategy development
Financial education and resource recommendations
3. Session Details
Length of Session: Each session will last for approximately 45 minutes.
Frequency: Sessions are weekly, bi-weekly, or monthly, depending on the package chosen.
Location: Sessions may be conducted in-person or online, based on mutual agreement.
4. Fees & Payment
The Client agrees to pay the agreed-upon fees for the coaching service.
Payment is due before each session or as part of a package deal.
Acceptable payment methods include debit cards, credit cards, or PayPal.
Please note that due to the nature of our services, all payments for coaching sessions are non-refundable. However, we are happy to assist with rescheduling sessions if needed, with adequate notice.
5. Cancellation & Rescheduling
The Client must notify the Coach at least 24 hours in advance if they need to cancel or reschedule a session.
Missed sessions without prior notice will be charged 50% of session cost.
6. Confidentiality
The Coach agrees to maintain confidentiality regarding the Client’s financial information. However, the Coach is not legally liable for any outcomes arising from the Client’s decisions based on advice received during the sessions.
7. Limitations of Advice
Financial coaching is not the same as financial planning, investment advice, or tax services. The Coach does not provide legal, tax, or investment advice, and the Client is advised to consult with licensed professionals as needed.
8. Termination of Services
Either party may terminate the coaching relationship at any time. If terminated by the Client before the completion of a package or prepaid sessions, no refunds will be issued for any fees paid.
9. Dispute Resolution
In case of any disputes arising from these terms, both parties agree to attempt to resolve the matter through mediation. If mediation fails, the dispute will be settled in accordance with the laws of the state of Wyoming / United States of America.
10. Liability Waiver
By participating in coaching sessions, the Client agrees that the Coach is not liable for any direct, indirect, or consequential damages that may arise from the financial decisions made based on the sessions. The Client accepts full responsibility for their actions.
11. Modifications
From time to time, we may amend these Terms and Conditions to reflect changes in our practices. All updates will be posted to this page with the updated date of revision. We encourage you to review these terms regularly. By continuing to use our services after any changes are made, you confirm your acceptance of the updated Terms. If you disagree with any changes, please let us know and refrain from the continuation use of our services.