MoolaMasters Money Coach Agreement
This Financial Coaching Agreement
is between Moola Masters (the financial coaches) and you, the coaching client.
WHEREAS, Moola Masters is in the business of providing coaching services and assistance with money management; and
WHEREAS, Client desires to retain Moola Masters to provide said coaching services, and Moola Masters is willing to perform such coaching services under the terms and conditions hereinafter set forth;
NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter set forth and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, Moola Masters and Client agree as follows:
- Client-Coach Relationship. An effective coaching relationship requires mutual understanding and respect between the Coach and the Client.
By participating in the financial coaching, you agree to accept personal responsibility for the results of your actions. You agree that the Moola Masters has not made any guarantees about the results of taking any action, whether recommended during any coaching session or not. You recognize that your ultimate success or failure will be the result of your own efforts, your particular situation, and innumerable other circumstances beyond the control and/or knowledge of the Coach.
Services.
The goal of financial coaching with Moola Masters is to find out where you are financially and where you would like assistance. Coaching will occur over Zoom and will involve screen sharing when appropriate. Any time personal information must be entered, for example opening a new account, screen sharing will be turned off to avoid any potential concerns about security.
Cancellation Policy. You may not cancel a coaching session unless you do so at least 24 hours before it is scheduled to begin. Moola Masters reserves the right to treat any meeting that Client misses or attempts to cancel less than 24 hours before it is scheduled to begin as part of the allotted coaching sessions.
Confidentiality. The Coach shall treat the relationship with Client, as well as all information shared by the Client, as confidential. Coach shall not disclose the existence of the relationship or any information shared during the coaching sessions without the Client’s written consent. This means that the Coach will not disclose the Client’s name as a reference without the Client’s consent.
Client should be aware that a coach-client relationship does not give rise to privilege or any other legally protected confidentiality. That means that Moola Masters could be ordered by a court to disclose information related to the relationship. Moola Masters will notify Client of any legal request that would implicate Client’s information prior to disclosing it but may not be able to oppose disclosing the information.
Confidential Information does not include information: (a) known to Coach prior to Client disclosing it; (b) that is generally known to the public or in the industry; (c) obtained by Coach from a third party, without breach of any obligation to the Client; or (d) that is or was developed independently by Coach without use of or reference to the Client’s confidential information.
Limitation of Liability and Earnings Disclaimer. IN NO EVENT SHALL MOOLA MASTERS, OR A FINANCIAL COACH WORKING FOR THEM, BE LIABLE TO CLIENT OR TO ANY THIRD PARTY FOR ANY LOSS OF USE, REVENUE, OR PROFIT, OR FOR ANY CONSEQUENTIAL, INCIDENTAL, INDIRECT, EXEMPLARY, SPECIAL, OR PUNITIVE DAMAGES WHETHER ARISING OUT OF BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE, REGARDLESS OF WHETHER SUCH DAMAGE WAS FORESEEABLE AND WHETHER OR NOT COACH HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, AND NOTWITHSTANDING THE FAILURE OF ANY AGREED OR OTHER REMEDY OF ITS ESSENTIAL PURPOSE.
Client understands that Moola Masters and their coaches are not licensed financial advisors and cannot give investment advice. It is up to the client to conduct their own due diligence and consult with an accountant or other financial professional for advice.
Moola Masters Financial Coach:
Heidi MacVittie