Discovery Call
Choose your time to FinanciFI your life!
Service Description
This is a two-hour "deep dive" in how you currently manage your money. We'll identify and prioritize your financial goals and brainstorm ideas on how to achieve one or more of those goals. You'll leave the Discovery Call with a clear plan in place and a list of action items to get you moving toward your goal(s).
Cancellation Policy
Discovery Call Client Agreement FinanciFI Coaching’s Promise to You, the Client 1. We promise to coach you with sound, practical financial guidance. Our sole purpose is to help you, the client, achieve your financial goals. We do not, nor will we ever, receive any kickbacks, commissions, or financial incentives from any other professionals, vendors, companies, or third-party products or services. 2. We promise to honor your complete privacy. We will not share any information discussed during our sessions with any other person without your specific written permission. Your Promise to FinanciFI Coaching 1. Your communication is crucial to the success of our sessions. You agree to be open, honest, and transparent about your thoughts, ideas, goals, and challenges. 2. You agree to complete all pre-session tasks to ensure our time together is as valuable as possible. These tasks may include completing a questionnaire, financial worksheet, reading an educational handout, or reviewing an instructional video. All tasks must be completed at least 48 hours before your scheduled appointment. Failure to do so may result in the session being cancelled. 3. You understand that refunds are not offered on Discovery Calls. We appreciate your commitment to honoring the original date and time of your appointment. 4. You understand that requests to reschedule your session will not be accommodated. 5. You acknowledge that you are solely responsible for your actions, choices, and decisions. 6. You hereby release, waive, acquit, and forever discharge FinanciFI Coaching, its owners, coaches, agents, successors, assigns, personal representatives, executors, heirs, and employees from any and all claims, suits, actions, demands, or rights to compensation for damages that may arise from actions, omissions, or advice provided during the coaching relationship. You further declare that no promise, inducement, or agreement not expressed herein has been made to you to enter into this release. This release shall be binding upon your heirs, executors, personal representatives, successors, assigns, and agents.
Contact Details
Remote, TN
858-876-5965
financificoach@gmail.com