Financial Strategy Session Agreement

This agreement is with Financially Awakened, LLC. In all subsequent paragraphs, Financially Awakened, LLC will be referred to as “the business.”

The client agrees to the following:

• Commits to attending and participating in all scheduled coaching sessions and homework. If married, this statement applies to both spouses for sessions involving personal finances.

• A notice of at least 24 hours will be required for any rescheduled appointments.

• Honest communication regarding all financial information including current and past due debts (including those in collections).

• Provide accurate and complete documentation for strategy sessions.

The business agrees to the following:

• Evaluate the client’s budget, goals, income and expenses before each session.

• Develop a strategy to assist the clients with meeting their goals:

• Create budget process that is manageable for the clients.

• Develop a strategy for debt elimination.

• Be available for all coaching sessions.

• Provide timely communication.

The Sessions:

• Strategy sessions will be held electronically or in person, depending on the location of the client. Meeting information will be emailed within 24 hours of the scheduled meeting unless otherwise discussed.

• Sessions will be scheduled after payment and homework have been received.

• Emails and telephone calls will be answered within 2 business days. The client is also expected to return emails and telephone calls within 2 business days.

All coaching is subject to the following General Consulting Policies:

• The business is not liable for the client’s financial responsibilities.

• The client is responsible for all financial decisions.

• Information shared in strategy sessions is confidential and is not shared outside the session.

• The investment by the client is a fee for time. The benefit received by the client is contingent upon the amount of work and effort put into the execution of the plan.

• Payments can be made via cash, debit card, money order or PayPal and are due before the next session is scheduled. Credit cards will not be accepted in order for the client to not incur debt for these services.

Fees and Length of Agreement:

• The client agrees to pay $249 per session.

• The first session will be scheduled when payment and pre-work have been received.

Note: Financial Strategy Sessions are designed to provide the client with accurate and authoritative information regarding the management of their financial wellness. They are provided with the understanding that the consultant will not provide legal, accounting, investing or other professional advice or services.

Since the client’s situation is fact dependent, the client must seek the services of an appropriate licensed legal, accounting, or investment professional if needed.

All payments are non-refundable.