The Fine/Fun Print!
FINANCIAL COACHING SERVICE AGREEMENT
This Financial Coaching Service Agreement (“Agreement”) is made between Weiss, The Joyful Money Coach (the “Company”), and the individual completing this form and checking the box below (the “Client”). Both may be referred to as the “Parties.”
1. FINANCIAL COACHING SERVICES: Company offers Money Joy Mastery as individual money mindset and financial Coaching services. Company agrees to provide Client financial education, advising, and coaching in pursuit of Client’s financial goals.
2. DEPOSITS, PAYMENTS, AND REFUNDS: The Parties acknowledge and agree to the following payment terms.
a. Client acknowledges and agrees to pay Company a total fee of $3,750 as a pay in full option or by providing (3) equal payments of $1250.00 each month for a total of (3) months.
b. Should Client elect to make installments, Client acknowledges and agrees to pay the first payment of 1250.00 at the time of entering this Agreement.
c. Upon entering this Agreement, Company will send Client document a with the above-referenced total fee, required payment, and following 2 payments will auto draft in 30 day intervals after initial payment.
d. Client may remit payment(s) using any of the following forms of payment: credit card, debit card, or electronic funds transfer (EFT) via Company’s invoice payment processing system.
e. Due to the nature of Coaching services, Client acknowledges and agrees that service fees paid to Company are NONREFUNDABLE. Company reserves the right to exercise discretion in providing refunds for extraordinary circumstances, refunds shall not exceed ten percent (10%) of the fees paid.
3. REOCCURRING PAYMENT AUTHORIZATION: By submitting this form and checking the box below, the Client authorizes Weiss, The Joyful Money Coach (“Company”) to collect all future payments for the Money Joy Mastery Experience through automatic recurring billing, according to the payment schedule selected during enrollment.
The Client understands and agrees to the following:
Payments will be automatically charged on the scheduled due dates for the duration of the agreement.
The Client may request to opt out of automatic payments by paying the remaining balance in full and submitting a written notice via email to [email protected].
Any failed payment (due to insufficient funds or other issues) will result in a nonrefundable $50 fee, and may lead to delays or a pause in services.
The Company will send a payment receipt or confirmation within 48 hours of any automatic transaction.
By checking the box on the form, the Client confirms their understanding and agreement to the recurring payment terms outlined above.
4. AGREEMENT TERM: The Parties acknowledge and agree this Agreement is effective for the term of the selected program. The Parties acknowledge and agree that unless extended or terminated prior to the above-referenced termination date, this Agreement shall terminate automatically without further notice to either party on the above-referenced termination date.
5. COMMUNICATIONS: During the term of this Agreement, the Parties primarily communicate via email. Company may be contacted via email at [email protected]. If Client wishes to communicate via any other method, Client must notify Company via email first. Company typically responds to emails within 48-hours and will make every effort to accommodate Client’s communication requests. When applicable, Program calls shall be scheduled and confirmed by email in advance.
6. MUTUAL CONFIDENTIALITY AND NONDISCLOSURE: The Parties acknowledge and agree that they shall NOT disclose any confidential or proprietary information that may be developed or shared during the group Coaching, to any third party without the prior written approval of the other Party. The Parties acknowledge and agree that this prohibition includes, but is not limited to, any of the Company’s proprietary advice and resources, Client’s confidential personal information, or any other group Coaching client’s proprietary or confidential information that arises during the term of this Agreement. The Parties acknowledge and agree to protect the proprietary and confidential information from unauthorized use, access, or disclosure by exercising the same degree of care it employs to protect its own proprietary or confidential information but not less than reasonable care and diligence. The Parties acknowledge and agree they shall not copy, alter, modify, disassemble, reverse engineer, or decompile any proprietary and confidential information received from the other Party. The Parties acknowledge and agree this prohibition does not include information subject to mandatory disclosure requirements. The Parties acknowledge and agree that this clause survives the termination of this Agreement.
7. OWNERSHIP OF INTELLECTUAL PROPERTY: All intellectual property rights, including but not limited to patents, copyrights, trademarks, and trade secrets, developed, or created by Company during or prior the duration of this Agreement shall remain the property of Company. Company shall request and receive written permission to use Client’s name, likeness, or other identifying information prior to use.
8. NO WARRANTY OR GUARANTEE: The Parties acknowledge and agree that Client is solely and exclusively responsible for their own financial decisions and actions. The Parties acknowledge and agree that nothing herein shall be construed as a warranty or guarantee of any result regarding the services provided in accordance with this Agreement.
9. WAIVER AND RELEASE OF LIABILITY: The Parties acknowledge and agree that Company is not responsible for any injury or loss of property to Client while participating in any of Company’s consultation, programs, events, or activities for any reason whatsoever, including ordinary negligence. With full knowledge and acceptance of the risks associated with participation in the services offered in accordance with this Agreement, Client hereby agrees to release, discharge, and hold harmless Company, its owners, officers, employees, sponsors, instructors, agents, representatives, and volunteers from any and all claims, demands, actions, or causes of action arising out of or relating to any loss, damage, or injury, including death, that may be sustained whether caused by the negligence of Company or otherwise. Client acknowledges and agrees that this Waiver and Release of Liability clause shall survive the termination of this Agreement and be binding on all of Client’s heirs, assigns, and legal representatives.
10. AGREEMENT MODIFICATION: The Parties acknowledge and agree that this Agreement shall only be modified in writing.
11. AGREEMENT TERMINATION: The Parties acknowledge and agree this Agreement may be terminated by either party with seven (7) days advance written notice of the intent to terminate. The Parties acknowledge and agree that Client’s termination prior to the above-referenced termination date does not relieve Client of the payment or other obligations outlined herein.
12. PAYMENT ACCELERATION: If Client fails to make the required payments as outlined above or terminates this Agreement prior the above-referenced termination date, Company may declare all amounts past due as well as all future payments and amounts yet due to Company under Agreement to be immediately due and payable. Upon declaration of acceleration, all amounts will become immediately due and payable to Company, and Client agrees and hereby authorizes Company to charge Client’s method of payment on file for all amounts declared due and payable to Company.
13. FAILURE TO COMPLY: The Parties acknowledge and agree that Company may immediately discontinue services if Client fails to comply with the terms of this Agreement. Client’s failure to comply does not relieve Client of any payment obligations in accordance with these terms.
14. ATTORNEY’S FEES AND COURT COSTS: The Parties acknowledge and agree that should either Party find it necessary to commence legal action in the case of breach, or to otherwise enforce these terms the prevailing Party shall be entitled to an award of court costs, expenses and attorney's fees incurred in such legal action, in addition to any damages or other legal relief awarded.
15. ENTIRE AGREEMENT: The Parties acknowledge and agree this Agreement, together with any invoices issued pursuant to this Agreement, shall constitute the full and complete agreement between the Parties regarding the financial Coaching services described herein. This Agreement shall supersede all prior written and oral agreements between the Parties.
16. GOVERNING LAW AND JURISDICTION: This engagement shall be construed, interpreted, and applied in accordance with the laws of the Commonwealth of Virginia. Client agrees and accepts jurisdiction of the courts of Virginia.
17. SIGNATURES: IN WITNESS WHEREOF, By completing and submitting the form below, the Client confirms they have carefully read, understood, and agreed to all terms and conditions outlined in this Agreement.
The Client acknowledges:
They are authorized to enter into this Agreement.
They are voluntarily agreeing to the terms as stated.
They have received or had the opportunity to download and retain a copy of this Agreement for their records.
Submission of the form below, including the acceptance checkbox, shall serve as the Client’s digital signature and full acceptance of the Agreement.